See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICE, INC. Service code 14 · EIN 16-1503696 | Plan Administrator | $19,946 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,475 | $49,915-75.0% | $154,803-91.9% | $74,304-83.2% |
| Participation rate | 96.3% | 54.0%+42.3pp | 78.1%+18.2pp | 60.3%+35.9pp |
| Annual return | 11.76% | 34.06%-22.3pp | 58.88%-47.1pp | 29.43%-17.7pp |
| Employer contribution / active EE | $887 | $1,611-45.0% | $4,305-79.4% | $2,241-60.4% |
| Participant deferral / active EE | $1,152 | $2,255-48.9% | $5,540-79.2% | $3,767-69.4% |
| Admin fee / account holder | $117 | $2,189-94.6% | $14,329-99.2% | $2,969-96.0% |