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 ADMINISTRATION, INC.3 years Filed as: BENEFIT ADMINISTRATION COMPANY, LLC Service code 12 · EIN 91-1999591 | Consulting (pension); Participant loa... | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,381 | $52,953-42.6% | $172,739-82.4% | $65,185-53.4% |
| Participation rate | 90.1% | 66.2%+23.9pp | 82.6%+7.4pp | 70.2%+19.9pp |
| Annual return | 19.59% | 30.12%-10.5pp | 802.84%-783.2pp | 29.38%-9.8pp |
| Employer contribution / active EE | $1,668 | $2,190-23.8% | $5,143-67.6% | $2,177-23.4% |
| Participant deferral / active EE | $3,242 | $2,471+31.2% | $5,198-37.6% | $3,514-7.7% |
| Admin fee / account holder | $86 | $472-81.7% | $13,954-99.4% | $847-89.8% |