Filed July 6, 2022
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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMINI SERVICES, INC Service code 15 · EIN 16-1503696 | Recordkeeping | $52,097 |
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 | $26,256 | $80,177-67.3% | $123,892-78.8% | $57,658-54.5% |
| Participation rate | 80.7% | 74.4%+6.3pp | 81.4%-0.7pp | 70.2%+10.5pp |
| Annual return | 14.10% | 17.90%-3.8pp | 47.52%-33.4pp | 5.13%+9.0pp |
| Employer contribution / active EE | $2,084 | $2,913-28.4% | $4,617-54.9% | $1,974+5.6% |
| Participant deferral / active EE | $5,677 | $5,130+10.7% | $5,984-5.1% | $3,061+85.5% |
| Admin fee / account holder | $73 | $106-31.2% | $8,357-99.1% | $95-22.6% |