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 | $16,689 |
SECURITIES AMERICA INC5 years Filed as: SECURITIES AMERICA Service code 26 25 TRACKSIDE · PLATTSBURGH, PA 12901 | Advisory (Participants) | $13,841 |
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 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 | $63,730 | $84,487-24.6% | $125,339-49.2% | $66,914-4.8% |
| Participation rate | 26.9% | 76.4%-49.5pp | 82.4%-55.5pp | 69.8%-42.9pp |
| Annual return | -16.96% | -8.39%-8.6pp | 572.05%-589.0pp | 1.58%-18.5pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,274 | $6,781-81.2% | $7,446-82.9% | $4,237-69.9% |
| Admin fee / account holder | $545 | $685-20.4% | $10,010-94.6% | $593-8.1% |