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 | $74,714 |
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 | $140,584 | $136,307+3.1% | $177,821-20.9% | $73,488+91.3% |
| Participation rate | 87.3% | 86.1%+1.2pp | 87.7%-0.4pp | 70.7%+16.7pp |
| Annual return | 14.12% | 18.68%-4.6pp | 48.32%-34.2pp | 28.51%-14.4pp |
| Employer contribution / active EE | $1,746 | $3,712-53.0% | $5,918-70.5% | $2,270-23.1% |
| Participant deferral / active EE | $5,704 | $5,829-2.1% | $7,714-26.1% | $3,740+52.5% |
| Admin fee / account holder | $443 | $596-25.5% | $12,427-96.4% | $513-13.6% |