Filed May 28, 1998
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 |
|---|---|---|
STRAGEGIC FINANCIAL SERVICES2+ years Service code 26 114 BUSINESS PARK DRIVE · UTICA, NY 13502 | Advisory (Participants) | $58,941 |
Filed as: BENEFIT PLAN ADMIN SERVICES, INC. Service code 15 · EIN 16-1503696 | Recordkeeping | $14,929 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $70,055 | $74,089-5.4% | $133,980-47.7% | $55,167+27.0% |
| Participation rate | 83.9% | 84.3%-0.4pp | 87.1%-3.1pp | 69.0%+14.9pp |
| Annual return | 9.16% | 12.11%-3.0pp | 29.30%-20.1pp | 169.23%-160.1pp |
| Employer contribution / active EE | $1,410 | $3,064-54.0% | $5,211-72.9% | $1,963-28.2% |
| Participant deferral / active EE | $4,755 | $4,678+1.6% | $6,282-24.3% | $3,054+55.7% |
| Admin fee / account holder | $410 | $458-10.4% | $9,324-95.6% | $504-18.6% |