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 | $15,838 |
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 | $16,566 | $62,928-73.7% | $172,739-90.4% | $67,579-75.5% |
| Participation rate | 60.8% | 64.5%-3.7pp | 82.6%-21.9pp | 71.3%-10.5pp |
| Annual return | 20.80% | 30.36%-9.6pp | 802.84%-782.0pp | 378.56%-357.8pp |
| Employer contribution / active EE | $1,169 | $1,636-28.5% | $5,143-77.3% | $2,148-45.6% |
| Participant deferral / active EE | $1,351 | $2,145-37.0% | $5,198-74.0% | $3,539-61.8% |
| Admin fee / account holder | $54 | $167-67.9% | $13,954-99.6% | $142-62.4% |