Filed January 30, 2007 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLAN ADMIN SERVICES Service code 17 · EIN 16-1503696 6 RHOADS DRIVE, STE. 7 · UTICA, NY 13502 | Pension Consulting | $117,891 |
FROST BANK7 years Service code 10 2950 N HARWOOD RD · DALLAS, TX 75201 | Accounting | $15,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,703 | $122,239+48.6% | $184,203-1.4% | $74,495+143.9% |
| Participation rate | 85.9% | 85.5%+0.5pp | 86.8%-0.9pp | 67.2%+18.7pp |
| Annual return | 10.50% | 19.95%-9.4pp | 28.81%-18.3pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $3,827 | $4,537-15.7% | $6,427-40.5% | $2,623+45.9% |
| Participant deferral / active EE | $5,541 | $7,139-22.4% | $9,131-39.3% | $4,346+27.5% |
| Admin fee / account holder | $648 | $1,260-48.5% | $13,901-95.3% | $1,942-66.6% |