Filed June 4, 2003 (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 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $11,550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,788 | $46,173-74.5% | $170,442-93.1% | $69,631-83.1% |
| Participation rate | 60.2% | 63.9%-3.7pp | 83.6%-23.4pp | 70.7%-10.4pp |
| Annual return | 17.10% | 21.62%-4.5pp | 205.93%-188.8pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $696 | $1,610-56.8% | $5,433-87.2% | $2,032-65.8% |
| Participant deferral / active EE | $1,028 | $2,080-50.6% | $4,939-79.2% | $3,224-68.1% |
| Admin fee / account holder | $43 | $116-63.0% | $13,880-99.7% | $110-61.1% |