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 | $42,148 |
Filed as: HEALTHCARE COMMUNITY SECURITIES CRP Service code 15 1 EMPIRE DRIVE · RENSSELAER, NY 12144 | Recordkeeping | $26,113 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,597 | $46,292-64.1% | $143,757-88.5% | $64,808-74.4% |
| Participation rate | 76.3% | 64.2%+12.1pp | 80.3%-4.0pp | 71.5%+4.9pp |
| Annual return | -16.17% | -10.05%-6.1pp | -0.04%-16.1pp | 32.82%-49.0pp |
| Employer contribution / active EE | $906 | $1,910-52.6% | $4,951-81.7% | $2,506-63.9% |
| Participant deferral / active EE | $1,175 | $2,646-55.6% | $5,637-79.2% | $4,310-72.7% |
| Admin fee / account holder | $105 | $154-31.6% | $14,673-99.3% | $188-44.0% |