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 | $15,243 |
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 | $28,091 | $37,196-24.5% | $154,107-81.8% | $55,725-49.6% |
| Participation rate | 64.1% | 64.1%0pp | 83.0%-19.0pp | 70.9%-6.8pp |
| Annual return | -4.84% | 1319.68%-1324.5pp | 735.12%-740.0pp | 244.93%-249.8pp |
| Employer contribution / active EE | $940 | $1,614-41.8% | $5,298-82.3% | $2,078-54.8% |
| Participant deferral / active EE | $1,981 | $2,068-4.2% | $5,081-61.0% | $3,356-41.0% |
| Admin fee / account holder | $96 | $102-5.9% | $13,411-99.3% | $115-17.0% |