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 7-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 PLAN ADMIN SERVICES, INC. Service code 14 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Plan Administrator | $34,884 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,178 | $29,548-85.9% | $56,411-92.6% | $77,643-94.6% |
| Participation rate | 86.3% | 32.7%+53.6pp | 52.5%+33.8pp | 70.6%+15.7pp |
| Annual return | 13.14% | 19.01%-5.9pp | 1701.33%-1688.2pp | 31.24%-18.1pp |
| Employer contribution / active EE | $0 | $568-100.0% | $1,039-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $944 | $1,061-11.0% | $1,952-51.6% | $4,647-79.7% |
| Admin fee / account holder | $97 | $1,046-90.7% | $2,829-96.6% | $430-77.4% |