Filed March 8, 2017
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 |
|---|---|---|
BPAS5+ years Service code 13 · EIN 16-1616474 | Contract Administrator | $74,376 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $123,154 | $47,456+159.5% | $172,739-28.7% | $77,787+58.3% |
| Participation rate | 10.1% | 66.3%-56.1pp | 82.6%-72.5pp | 73.2%-63.1pp |
| Annual return | 15.07% | 35.57%-20.5pp | 802.84%-787.8pp | 32.57%-17.5pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,143-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,967-100.0% |
| Admin fee / account holder | $124 | $81+53.6% | $13,954-99.1% | $100+24.1% |