Filed June 9, 1999
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 SERVICE Service code 15 · EIN 16-1503696 | Recordkeeping | $30,402 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,204 | $122,239-8.2% | $184,203-39.1% | $74,495+50.6% |
| Participation rate | 96.9% | 85.5%+11.4pp | 86.8%+10.1pp | 67.2%+29.7pp |
| Annual return | 16.36% | 19.95%-3.6pp | 28.81%-12.5pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $4,504 | $4,537-0.7% | $6,427-29.9% | $2,623+71.7% |
| Participant deferral / active EE | $4,401 | $7,139-38.4% | $9,131-51.8% | $4,346+1.3% |
| Admin fee / account holder | $124 | $1,260-90.1% | $13,901-99.1% | $1,942-93.6% |