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 | $48,683 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $93,749 | $102,553-8.6% | $151,611-38.2% | $66,914+40.1% |
| Participation rate | 98.7% | 85.5%+13.2pp | 87.5%+11.2pp | 69.8%+28.9pp |
| Annual return | -20.53% | -10.82%-9.7pp | 3.33%-23.9pp | 1.58%-22.1pp |
| Employer contribution / active EE | $6,088 | $4,180+45.6% | $6,166-1.3% | $2,544+139.3% |
| Participant deferral / active EE | $4,990 | $6,641-24.9% | $8,363-40.3% | $4,237+17.8% |
| Admin fee / account holder | $241 | $630-61.7% | $11,616-97.9% | $593-59.4% |