Filed February 11, 2011 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES, INC Service code 15 · EIN 16-1503696 | Recordkeeping | $38,418 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $75,611 | $79,523-4.9% | $140,016-46.0% | $56,287+34.3% |
| Participation rate | 94.3% | 85.7%+8.6pp | 87.5%+6.8pp | 69.9%+24.5pp |
| Annual return | -1.90% | 2.39%-4.3pp | 651.12%-653.0pp | -9.96%+8.1pp |
| Employer contribution / active EE | $2,073 | $3,350-38.1% | $5,606-63.0% | $2,111-1.8% |
| Participant deferral / active EE | $3,720 | $5,129-27.5% | $6,927-46.3% | $3,350+11.0% |
| Admin fee / account holder | $193 | $614-68.6% | $10,705-98.2% | $521-62.9% |