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 ADMINISTRATIVE SRVCS Service code 13 · EIN 16-1503696 6 RHOADS DRIVE, SUITE 7 · UTICA, NY 135026374 | Contract Administrator | $31,117 |
FROST BANK10+ years Filed as: FROST NATIONAL BANK Service code 16 100 W. HOUSTON STREET · SAN ANTONIO, TX 78205 | Consulting | $27,213 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,930 | $50,815-58.8% | $155,509-86.5% | $77,643-73.0% |
| Participation rate | 88.6% | 63.1%+25.5pp | 78.2%+10.5pp | 70.6%+18.1pp |
| Annual return | 13.18% | 34.80%-21.6pp | 64.67%-51.5pp | 31.24%-18.1pp |
| Employer contribution / active EE | $997 | $1,993-50.0% | $4,672-78.7% | $2,726-63.4% |
| Participant deferral / active EE | $1,723 | $2,822-39.0% | $5,626-69.4% | $4,647-62.9% |
| Admin fee / account holder | $135 | $437-69.0% | $15,912-99.2% | $430-68.6% |