Filed February 1, 2016 (most recent of 2 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 PLAN ADMIN SERVICES, INC Service code 15 6 RHOADS DRIVE · UTICA, NE 13502 | Recordkeeping | $8,253 |
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 | $24,432 | $37,117-34.2% | $147,614-83.4% | $55,191-55.7% |
| Participation rate | 66.7% | 63.6%+3.1pp | 84.6%-18.0pp | 69.2%-2.5pp |
| Annual return | 1.65% | 3.44%-1.8pp | 61.98%-60.3pp | 10.78%-9.1pp |
| Employer contribution / active EE | $1,202 | $1,620-25.8% | $5,564-78.4% | $1,899-36.7% |
| Participant deferral / active EE | $2,527 | $1,985+27.3% | $4,895-48.4% | $3,046-17.0% |
| Admin fee / account holder | $19 | $86-77.9% | $11,611-99.8% | $91-79.2% |