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, LLC7+ years Service code 15 · EIN 41-2046279 | Recordkeeping | $221,372 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,303 | $76,774-59.2% | $112,228-72.1% | $77,904-59.8% |
| Participation rate | 49.5% | 80.2%-30.7pp | 75.1%-25.6pp | 73.7%-24.2pp |
| Annual return | -17.20% | -10.25%-7.0pp | 27.45%-44.7pp | 12.21%-29.4pp |
| Employer contribution / active EE | $1,904 | $3,977-52.1% | $3,635-47.6% | $2,848-33.1% |
| Participant deferral / active EE | $2,419 | $3,778-36.0% | $4,728-48.8% | $4,806-49.7% |
| Admin fee / account holder | $69 | $239-71.1% | $6,410-98.9% | $133-47.9% |