Filed March 19, 2026 (most recent of 8 filings on file)
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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $21,188 |
Service code 16 · EIN 14-1764768 | Consulting | $17,620 |
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 | $26,685 | $62,928-57.6% | $172,739-84.6% | $67,579-60.5% |
| Participation rate | 81.7% | 64.5%+17.2pp | 82.6%-1.0pp | 71.3%+10.4pp |
| Annual return | 24.91% | 30.36%-5.4pp | 802.84%-777.9pp | 378.56%-353.6pp |
| Employer contribution / active EE | $2,232 | $1,636+36.4% | $5,143-56.6% | $2,148+3.9% |
| Participant deferral / active EE | $3,081 | $2,145+43.6% | $5,198-40.7% | $3,539-13.0% |
| Admin fee / account holder | $118 | $167-29.0% | $13,954-99.2% | $142-16.8% |