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.11+ years Filed as: BENEFIT PLANS ADMINISTRATIVE SRVCS Service code 13 · EIN 16-1503696 6 RHOADS DRIVE, SUITE 7 · UTICA, NY 135026374 | Contract Administrator | $44,600 |
FROST BANK11+ years Filed as: FROST NATIONAL BANK Service code 16 100 W. HOUSTON STREET · SAN ANTONIO, TX 78205 | Consulting | $30,139 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,595 | $50,982-55.7% | $154,803-85.4% | $85,563-73.6% |
| Participation rate | 91.1% | 59.8%+31.3pp | 78.1%+13.0pp | 66.0%+25.1pp |
| Annual return | 15.01% | 30.35%-15.3pp | 58.88%-43.9pp | 31.51%-16.5pp |
| Employer contribution / active EE | $1,051 | $1,708-38.5% | $4,305-75.6% | $2,654-60.4% |
| Participant deferral / active EE | $1,810 | $2,474-26.9% | $5,540-67.3% | $4,375-58.6% |
| Admin fee / account holder | $165 | $846-80.5% | $14,329-98.8% | $834-80.2% |