Filed January 26, 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 |
|---|---|---|
Filed as: BENEFIT PLAN ADMIN SERVICES, INC Service code 15 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $20,394 |
Filed as: HEALTHCARE COMMUNITY SECURITIES CRP Service code 15 1 EMPIRE DRIVE · RENSSELAER, NY 12144 | Recordkeeping | $20,149 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,368 | $52,293-43.8% | $178,490-83.5% | $73,409-60.0% |
| Participation rate | 30.9% | 65.3%-34.5pp | 81.9%-51.1pp | 72.2%-41.3pp |
| Annual return | 19.61% | 34.75%-15.1pp | 151.07%-131.5pp | 59.29%-39.7pp |
| Employer contribution / active EE | $392 | $1,735-77.4% | $5,011-92.2% | $2,234-82.5% |
| Participant deferral / active EE | $889 | $2,332-61.9% | $5,202-82.9% | $3,805-76.6% |
| Admin fee / account holder | $121 | $127-5.3% | $13,984-99.1% | $158-23.6% |