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 SERVICES3+ years Service code 26 114 BUSINESS PARK DRIVE · UTICA, NY 13502 | Advisory (Participants) | $69,298 |
Filed as: BENEFIT PLAN ADMIN SERVICES, INC. Service code 15 · EIN 16-1503696 | Recordkeeping | $19,194 |
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 | $83,158 | $89,739-7.3% | $149,718-44.5% | $62,292+33.5% |
| Participation rate | 83.6% | 85.1%-1.5pp | 87.1%-3.4pp | 69.5%+14.1pp |
| Annual return | 17.81% | 21.01%-3.2pp | 1501.63%-1483.8pp | 28.90%-11.1pp |
| Employer contribution / active EE | $1,597 | $3,233-50.6% | $5,445-70.7% | $2,042-21.8% |
| Participant deferral / active EE | $5,064 | $4,797+5.6% | $6,569-22.9% | $3,169+59.8% |
| Admin fee / account holder | $500 | $551-9.3% | $11,283-95.6% | $479+4.3% |