Filed March 5, 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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES. INC. Service code 15 · EIN 16-1503696 | Recordkeeping | $18,600 |
SECURITIES AMERICA INC4 years Filed as: SECURITIES AMERICA Service code 26 25 TRACKSIDE · PLATTSBURGH, PA 12901 | Advisory (Participants) | $15,807 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,361 | $104,475-26.9% | $159,436-52.1% | $79,386-3.8% |
| Participation rate | 29.1% | 76.6%-47.5pp | 82.8%-53.7pp | 70.7%-41.6pp |
| Annual return | 16.72% | 67.95%-51.2pp | 263.57%-246.8pp | 116.85%-100.1pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,290 | $6,467-80.1% | $7,352-82.5% | $4,046-68.1% |
| Admin fee / account holder | $626 | $711-12.0% | $10,799-94.2% | $626-0.1% |