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 | $13,459 |
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 | $11,974 | $37,196-67.8% | $154,107-92.2% | $55,725-78.5% |
| Participation rate | 62.1% | 64.1%-2.0pp | 83.0%-21.0pp | 70.9%-8.8pp |
| Annual return | -4.41% | 1319.68%-1324.1pp | 735.12%-739.5pp | 244.93%-249.3pp |
| Employer contribution / active EE | $1,121 | $1,614-30.6% | $5,298-78.8% | $2,078-46.1% |
| Participant deferral / active EE | $1,282 | $2,068-38.0% | $5,081-74.8% | $3,356-61.8% |
| Admin fee / account holder | $47 | $102-53.8% | $13,411-99.7% | $115-59.3% |