Filed June 6, 2007
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 |
|---|---|---|
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $68,977 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,766 | $122,239-19.2% | $184,203-46.4% | $74,495+32.6% |
| Participation rate | 96.6% | 85.5%+11.2pp | 86.8%+9.8pp | 67.2%+29.4pp |
| Annual return | 13.46% | 19.95%-6.5pp | 28.81%-15.4pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $3,668 | $4,537-19.2% | $6,427-42.9% | $2,623+39.9% |
| Participant deferral / active EE | $3,949 | $7,139-44.7% | $9,131-56.7% | $4,346-9.1% |
| Admin fee / account holder | $267 | $1,260-78.8% | $13,901-98.1% | $1,942-86.3% |