See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
BPAS3 years Filed as: BPAS, INC. Service code 14 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Plan Administrator | $83,981 |
GRANITE FINANCIAL PARTNERS6+ years Service code 26 · EIN 20-3917294 388 NASHUA ST · MILFORD, NH 03055 | Advisory (Participants) | $67,083 |
CARON & BLETZER, PLLC2 years Service code 10 · EIN 04-3499945 1 LIBRARY LANE · KINGSTON, NH 038480668 | Accounting | $11,803 |
Service code 14 · EIN 02-0216783 341 LOUDON ROAD · CONCORD, NH 03301 | Plan Administrator | $7,538 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,317 | $29,516-7.5% | $77,482-64.7% | $90,288-69.7% |
| Participation rate | 18.9% | 33.7%-14.7pp | 54.2%-35.2pp | 73.4%-54.4pp |
| Annual return | 17.41% | 231.18%-213.8pp | 54.79%-37.4pp | 53.97%-36.6pp |
| Employer contribution / active EE | $132 | $381-65.3% | $986-86.6% | $2,524-94.8% |
| Participant deferral / active EE | $437 | $944-53.7% | $1,861-76.5% | $4,232-89.7% |
| Admin fee / account holder | $260 | $106+145.4% | $2,858-90.9% | $114+127.8% |