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 |
|---|---|---|
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $101,413 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,777 | $104,919-55.4% | $116,228-59.8% | $85,563-45.3% |
| Participation rate | 98.0% | 78.6%+19.4pp | 74.6%+23.5pp | 66.0%+32.1pp |
| Annual return | 17.12% | 15.38%+1.7pp | 90.06%-72.9pp | 31.51%-14.4pp |
| Employer contribution / active EE | $2,708 | $3,485-22.3% | $2,994-9.6% | $2,654+2.1% |
| Participant deferral / active EE | $5,370 | $5,306+1.2% | $4,953+8.4% | $4,375+22.7% |
| Admin fee / account holder | $330 | $429-22.9% | $11,989-97.2% | $834-60.4% |