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, LLC4+ years Service code 15 · EIN 41-2046279 | Recordkeeping | $247,173 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,742 | $66,051-53.5% | $92,893-66.9% | $77,787-60.5% |
| Participation rate | 43.1% | 81.0%-37.9pp | 76.0%-32.9pp | 73.2%-30.1pp |
| Annual return | 21.40% | 20.69%+0.7pp | 109.41%-88.0pp | 32.57%-11.2pp |
| Employer contribution / active EE | $1,435 | $3,426-58.1% | $3,653-60.7% | $2,504-42.7% |
| Participant deferral / active EE | $1,474 | $3,013-51.1% | $4,236-65.2% | $3,967-62.8% |
| Admin fee / account holder | $87 | $148-41.4% | $5,794-98.5% | $100-13.5% |