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 |
|---|---|---|
BPAS10+ years Service code 13 · EIN 16-1616474 | Contract Administrator | $56,850 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,367 | $50,815+182.1% | $155,509-7.8% | $77,643+84.6% |
| Participation rate | 77.5% | 63.1%+14.4pp | 78.2%-0.6pp | 70.6%+7.0pp |
| Annual return | 12.16% | 34.80%-22.6pp | 64.67%-52.5pp | 31.24%-19.1pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $0 | $2,822-100.0% | $5,626-100.0% | $4,647-100.0% |
| Admin fee / account holder | $124 | $437-71.6% | $15,912-99.2% | $430-71.2% |