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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $88,746 |
Service code 16 · EIN 20-8161914 | Consulting | $34,679 |
BFSG LLC2 years Filed as: BFSG, LLC Service code 27 · EIN 20-8532658 | Advisory (Plan) | $11,572 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,016 | $106,028-66.0% | $146,958-75.5% | $77,643-53.6% |
| Participation rate | 58.1% | 78.4%-20.2pp | 82.2%-24.0pp | 70.6%-12.5pp |
| Annual return | 13.74% | 56.73%-43.0pp | 418.34%-404.6pp | 31.24%-17.5pp |
| Employer contribution / active EE | $3,143 | $4,063-22.6% | $4,933-36.3% | $2,726+15.3% |
| Participant deferral / active EE | $1,035 | $7,990-87.0% | $8,070-87.2% | $4,647-77.7% |
| Admin fee / account holder | $167 | $337-50.4% | $12,998-98.7% | $430-61.1% |