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 | $50,178 |
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 | $110,737 | $130,194-14.9% | $169,993-34.9% | $71,457+55.0% |
| Participation rate | 98.6% | 86.1%+12.5pp | 87.0%+11.6pp | 67.9%+30.7pp |
| Annual return | 20.93% | 20.37%+0.6pp | 53.37%-32.4pp | 28.85%-7.9pp |
| Employer contribution / active EE | $5,829 | $4,381+33.0% | $6,785-14.1% | $2,588+125.2% |
| Participant deferral / active EE | $5,253 | $6,923-24.1% | $10,408-49.5% | $4,289+22.5% |
| Admin fee / account holder | $241 | $966-75.0% | $12,815-98.1% | $1,587-84.8% |