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.11+ years Filed as: BENEFIT PLANS ADMIN SERVICE Service code 15 · EIN 16-1503696 | Recordkeeping | $39,363 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,966 | $132,049+0.7% | $200,582-33.7% | $74,304+78.9% |
| Participation rate | 97.6% | 84.1%+13.6pp | 86.9%+10.7pp | 60.3%+37.3pp |
| Annual return | 16.15% | 22.22%-6.1pp | 42.33%-26.2pp | 29.43%-13.3pp |
| Employer contribution / active EE | $4,946 | $4,558+8.5% | $6,419-22.9% | $2,241+120.7% |
| Participant deferral / active EE | $4,956 | $7,213-31.3% | $9,331-46.9% | $3,767+31.5% |
| Admin fee / account holder | $145 | $2,405-94.0% | $16,305-99.1% | $2,969-95.1% |