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 |
|---|---|---|
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLANS ADMIN SERVICES Service code 18 · EIN 16-1503696 | Recordkeeping fees; Participant loan ... | $36,616 |
BANK OF NEW HAMPSHIRE5 years Service code 21 · EIN 02-0155840 | Bank Trustee | $29,104 |
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 | $27,860 | $163,264-82.9% | $155,509-82.1% | - |
| Participation rate | 77.9% | 62.7%+15.2pp | 78.2%-0.3pp | - |
| Annual return | 14.03% | 19.38%-5.4pp | 64.67%-50.6pp | - |
| Employer contribution / active EE | $1,667 | $2,490-33.0% | $4,672-64.3% | - |
| Participant deferral / active EE | $3,213 | $2,914+10.3% | $5,626-42.9% | - |
| Admin fee / account holder | $268 | $96,217-99.7% | $15,912-98.3% | - |