Filed December 20, 2007
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 |
|---|---|---|
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $94,861 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,559 | $50,820-10.4% | $155,567-70.7% | $77,671-41.3% |
| Participation rate | 83.0% | 63.1%+19.9pp | 78.2%+4.8pp | 70.6%+12.4pp |
| Annual return | 12.99% | 34.85%-21.9pp | 64.74%-51.7pp | 31.21%-18.2pp |
| Employer contribution / active EE | $1,250 | $1,993-37.2% | $4,674-73.2% | $2,726-54.1% |
| Participant deferral / active EE | $4,243 | $2,823+50.3% | $5,628-24.6% | $4,648-8.7% |
| Admin fee / account holder | $211 | $436-51.7% | $15,916-98.7% | $430-51.1% |