Filed July 16, 2020 (most recent of 8 filings on file)
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 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $429,780 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $141,157 | $33,232+324.8% | $71,796+96.6% | $63,975+120.6% |
| Participation rate | 68.1% | 60.1%+8.0pp | 69.1%-1.0pp | 71.1%-3.1pp |
| Annual return | 21.46% | 11.99%+9.5pp | 78.04%-56.6pp | 48.65%-27.2pp |
| Employer contribution / active EE | $2,583 | $723+257.3% | $1,924+34.2% | $2,182+18.4% |
| Participant deferral / active EE | $2,567 | $1,604+60.0% | $2,794-8.1% | $3,356-23.5% |
| Admin fee / account holder | $159 | $63+149.9% | $4,815-96.7% | $70+125.3% |