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 9-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 |
|---|---|---|
Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $14,887 |
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 | $31,393 | $67,984-53.8% | $65,493-52.1% | $74,304-57.8% |
| Participation rate | 97.3% | 66.3%+31.0pp | 73.1%+24.2pp | 60.3%+37.0pp |
| Annual return | 12.30% | 19.87%-7.6pp | 982.45%-970.1pp | 29.43%-17.1pp |
| Employer contribution / active EE | $4,937 | $2,491+98.2% | $2,574+91.8% | $2,241+120.3% |
| Participant deferral / active EE | $3,262 | $3,346-2.5% | $3,961-17.7% | $3,767-13.4% |
| Admin fee / account holder | $97 | $1,373-92.9% | $5,028-98.1% | $2,969-96.7% |