Filed March 31, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN. SERVICE, INC. Service code 14 · EIN 16-1503696 | Plan Administrator | $63,678 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $93,789 | $89,739+4.5% | $149,718-37.4% | $62,292+50.6% |
| Participation rate | 87.1% | 85.1%+2.0pp | 87.1%+0.1pp | 69.5%+17.6pp |
| Annual return | 16.59% | 21.01%-4.4pp | 1501.63%-1485.0pp | 28.90%-12.3pp |
| Employer contribution / active EE | $1,679 | $3,233-48.1% | $5,445-69.2% | $2,042-17.8% |
| Participant deferral / active EE | $4,877 | $4,797+1.7% | $6,569-25.8% | $3,169+53.9% |
| Admin fee / account holder | $366 | $551-33.6% | $11,283-96.8% | $479-23.7% |