See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $370,500 |
Filed as: BLUE PRAIRIE GROUP, LLC Service code 16 · EIN 76-0701903 | Consulting | $60,673 |
Service code 10 · EIN 74-1080030 | Accounting | $17,000 |
Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,843 | $44,989-51.4% | $170,442-87.2% | $77,958-72.0% |
| Participation rate | 93.4% | 64.6%+28.8pp | 83.6%+9.8pp | 71.6%+21.8pp |
| Annual return | 18.03% | 19.61%-1.6pp | 205.93%-187.9pp | 20.87%-2.8pp |
| Employer contribution / active EE | $501 | $1,466-65.8% | $5,433-90.8% | $2,310-78.3% |
| Participant deferral / active EE | $2,844 | $2,208+28.8% | $4,939-42.4% | $3,537-19.6% |
| Admin fee / account holder | $99 | $69+43.8% | $13,880-99.3% | $97+1.8% |