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 | $54,203 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,231 | $121,341-2.6% | $189,513-37.6% | $79,386+48.9% |
| Participation rate | 96.6% | 86.1%+10.5pp | 87.8%+8.8pp | 70.7%+25.9pp |
| Annual return | 12.07% | 21.08%-9.0pp | 555.15%-543.1pp | 116.85%-104.8pp |
| Employer contribution / active EE | $6,112 | $3,915+56.1% | $6,162-0.8% | $2,427+151.8% |
| Participant deferral / active EE | $4,753 | $6,395-25.7% | $8,221-42.2% | $4,046+17.5% |
| Admin fee / account holder | $258 | $651-60.4% | $12,045-97.9% | $626-58.8% |