Filed December 2, 2011
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 |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $37,261 |
BPAS1 year Filed as: BPAS ADMINISTRATIVE SERVICES, LLC Service code 13 | Contract Administrator | $9,490 |
Filed as: EMPOWER LIFE & ANNNUITY INSURANCE Service code 62 · EIN 84-0467907 COMPANY OF NY · GREENWOOD VILLAGE, CO 82111 | Float revenue; Recordkeeping fees | $3,423 |
Service code 13 | Contract Administrator | $2,931 |
BPAS1 year Filed as: BPAS SERVICE LLC Service code 13 6 RHOADES DR · UTICA, NY 13502 | Contract Administrator | $0 |
LIFETIME BENEFIT SOLUTIONS10+ years Service code 13 · EIN 16-1353494 333 BUTTERNUT DRIVE · SYRACUSE, NY 13214 | Contract Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,827 | $122,239-32.2% | $184,203-55.0% | $74,495+11.2% |
| Participation rate | 96.0% | 85.5%+10.5pp | 86.8%+9.2pp | 67.2%+28.8pp |
| Annual return | 10.78% | 19.95%-9.2pp | 28.81%-18.0pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $2,925 | $4,537-35.5% | $6,427-54.5% | $2,623+11.5% |
| Participant deferral / active EE | $4,615 | $7,139-35.4% | $9,131-49.5% | $4,346+6.2% |
| Admin fee / account holder | $22 | $1,260-98.2% | $13,901-99.8% | $1,942-98.9% |