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.10+ years Service code 15 · EIN 16-1503696 | Recordkeeping | $98,613 |
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 | $136,306 | $122,693+11.1% | $184,203-26.0% | $199,593-31.7% |
| Participation rate | 90.6% | 86.8%+3.8pp | 86.8%+3.8pp | 72.0%+18.6pp |
| Annual return | 17.21% | 143.91%-126.7pp | 28.81%-11.6pp | 34.25%-17.0pp |
| Employer contribution / active EE | $3,675 | $4,584-19.8% | $6,427-42.8% | $3,034+21.1% |
| Participant deferral / active EE | $6,073 | $7,990-24.0% | $9,131-33.5% | $5,087+19.4% |
| Admin fee / account holder | $28 | $121-76.5% | $13,901-99.8% | $269-89.5% |