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 |
|---|---|---|
BPAS10+ years Service code 15 6 RHOADES DRIVE · UTICA, NY 13502 | Recordkeeping | $28,161 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,884 | $66,457-38.5% | $81,382-49.8% | $77,643-47.3% |
| Participation rate | 91.0% | 68.7%+22.3pp | 69.5%+21.5pp | 70.6%+20.5pp |
| Annual return | 16.18% | 15.93%+0.2pp | 24.73%-8.6pp | 31.24%-15.1pp |
| Employer contribution / active EE | $1,529 | $2,159-29.2% | $2,463-37.9% | $2,726-43.9% |
| Participant deferral / active EE | $3,029 | $3,679-17.7% | $3,883-22.0% | $4,647-34.8% |
| Admin fee / account holder | $94 | $583-83.8% | $5,768-98.4% | $430-78.1% |