See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES INC Service code 15 · EIN 16-1503696 | Recordkeeping | $12,583 |
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 | $63,935 | $89,739-28.8% | $149,718-57.3% | $62,292+2.6% |
| Participation rate | 80.0% | 85.1%-5.1pp | 87.1%-7.1pp | 69.5%+10.5pp |
| Annual return | 21.03% | 21.01%0pp | 1501.63%-1480.6pp | 28.90%-7.9pp |
| Employer contribution / active EE | $1,714 | $3,233-47.0% | $5,445-68.5% | $2,042-16.1% |
| Participant deferral / active EE | $5,430 | $4,797+13.2% | $6,569-17.3% | $3,169+71.3% |
| Admin fee / account holder | $103 | $551-81.3% | $11,283-99.1% | $479-78.5% |