Filed June 18, 2018 (most recent of 6 filings on file)
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 |
|---|---|---|
BENEFIT PLANS ADMIN SERVICES, INC.11+ years Service code 15 · EIN 16-1503696 | Recordkeeping | $96,361 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,733 | $160,882-9.4% | $200,582-27.3% | $102,872+41.7% |
| Participation rate | 88.7% | 91.2%-2.4pp | 86.9%+1.9pp | 73.0%+15.7pp |
| Annual return | 11.58% | 18.15%-6.6pp | 42.33%-30.7pp | 19.06%-7.5pp |
| Employer contribution / active EE | $3,748 | $5,602-33.1% | $6,419-41.6% | $3,526+6.3% |
| Participant deferral / active EE | $6,319 | $9,300-32.1% | $9,331-32.3% | $5,535+14.2% |
| Admin fee / account holder | $28 | $125-77.9% | $16,305-99.8% | $292-90.6% |