Filed October 21, 1997
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 |
|---|---|---|
BENECO SYSTEMS, LLC3+ years Service code 15 · EIN 41-2046279 | Recordkeeping | $247,794 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,748 | $60,396-55.7% | $83,848-68.1% | $75,289-64.5% |
| Participation rate | 39.9% | 80.7%-40.9pp | 76.1%-36.3pp | 72.4%-32.6pp |
| Annual return | -6.31% | 3.84%-10.2pp | 850.88%-857.2pp | -0.04%-6.3pp |
| Employer contribution / active EE | $1,040 | $3,343-68.9% | $3,631-71.4% | $2,405-56.8% |
| Participant deferral / active EE | $1,320 | $2,922-54.8% | $4,082-67.6% | $3,739-64.7% |
| Admin fee / account holder | $94 | $141-33.3% | $5,478-98.3% | $102-7.9% |