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 | $20,392 |
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 | $37,598 | $52,293-28.1% | $178,490-78.9% | $73,409-48.8% |
| Participation rate | 78.3% | 65.3%+12.9pp | 81.9%-3.6pp | 72.2%+6.1pp |
| Annual return | 20.12% | 34.75%-14.6pp | 151.07%-130.9pp | 59.29%-39.2pp |
| Employer contribution / active EE | $2,256 | $1,735+30.0% | $5,011-55.0% | $2,234+1.0% |
| Participant deferral / active EE | $3,244 | $2,332+39.1% | $5,202-37.6% | $3,805-14.8% |
| Admin fee / account holder | $154 | $127+20.7% | $13,984-98.9% | $158-2.6% |