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 |
|---|---|---|
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLAN ADMIN SERVICES, INC Service code 15 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $48,452 |
Filed as: HEALTHCARE COMMUNITY SECURITIES CRP Service code 15 1 EMPIRE DRIVE · RENSSELAER, NY 12144 | Recordkeeping | $36,393 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,416 | $50,815-53.9% | $155,509-84.9% | $77,643-69.8% |
| Participation rate | 76.5% | 63.1%+13.3pp | 78.2%-1.7pp | 70.6%+5.9pp |
| Annual return | 14.07% | 34.80%-20.7pp | 64.67%-50.6pp | 31.24%-17.2pp |
| Employer contribution / active EE | $995 | $1,993-50.1% | $4,672-78.7% | $2,726-63.5% |
| Participant deferral / active EE | $1,325 | $2,822-53.0% | $5,626-76.4% | $4,647-71.5% |
| Admin fee / account holder | $126 | $437-71.1% | $15,912-99.2% | $430-70.7% |