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 | $38,553 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $93,646 | $98,982-5.4% | $162,163-42.3% | $65,185+43.7% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 26.33% | 24.84%+1.5pp | 115.59%-89.3pp | 29.38%-3.1pp |
| Employer contribution / active EE | $5,027 | $3,467+45.0% | $5,614-10.5% | $2,177+130.9% |
| Participant deferral / active EE | $3,892 | $5,384-27.7% | $7,298-46.7% | $3,514+10.8% |
| Admin fee / account holder | $189 | $596-68.3% | $10,843-98.3% | $847-77.7% |