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 | $43,450 |
Filed as: HEALTHCARE COMMUNITY SECURITIES CRP Service code 15 1 EMPIRE DRIVE · RENSSELAER, NY 12144 | Recordkeeping | $29,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,368 | $47,126-56.8% | $149,673-86.4% | $74,419-72.6% |
| Participation rate | 75.8% | 63.4%+12.4pp | 78.8%-3.0pp | 70.7%+5.0pp |
| Annual return | 16.72% | 22.75%-6.0pp | 134.42%-117.7pp | 34.38%-17.7pp |
| Employer contribution / active EE | $1,128 | $1,905-40.8% | $4,818-76.6% | $2,637-57.2% |
| Participant deferral / active EE | $1,206 | $2,728-55.8% | $5,680-78.8% | $4,528-73.4% |
| Admin fee / account holder | $111 | $343-67.5% | $13,210-99.2% | $348-68.0% |