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 ADMINISTRATIVE SERVIC Service code 12 · EIN 16-1503696 | Recordkeeping and information managem... | $29,947 |
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 | $31,914 | $59,186-46.1% | $76,768-58.4% | $56,287-43.3% |
| Participation rate | 79.0% | 75.2%+3.8pp | 77.0%+2.0pp | 69.9%+9.1pp |
| Annual return | -5.85% | 6.62%-12.5pp | 2.43%-8.3pp | -9.96%+4.1pp |
| Employer contribution / active EE | $965 | $1,759-45.1% | $2,485-61.2% | $2,111-54.3% |
| Participant deferral / active EE | $2,705 | $3,255-16.9% | $3,852-29.8% | $3,350-19.3% |
| Admin fee / account holder | $247 | $489-49.4% | $6,675-96.3% | $521-52.5% |