Filed January 26, 2017
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: HEALTHCARE COMMUNITY SECURITIES CRP Service code 15 1 EMPIRE DRIVE · RENSSELAER, NY 12144 | Recordkeeping | $16,626 |
Filed as: BENEFIT PLAN ADMIN SERVICES, INC Service code 15 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $16,546 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,324 | $62,928-61.3% | $172,739-85.9% | $67,579-64.0% |
| Participation rate | 28.6% | 64.5%-35.9pp | 82.6%-54.1pp | 71.3%-42.7pp |
| Annual return | 20.64% | 30.36%-9.7pp | 802.84%-782.2pp | 378.56%-357.9pp |
| Employer contribution / active EE | $346 | $1,636-78.8% | $5,143-93.3% | $2,148-83.9% |
| Participant deferral / active EE | $729 | $2,145-66.0% | $5,198-86.0% | $3,539-79.4% |
| Admin fee / account holder | $104 | $167-37.3% | $13,954-99.3% | $142-26.6% |