Filed January 9, 2014
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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SRVCS Service code 15 · EIN 16-1503696 6 RHOADS DRIVE, SUITE 7 · UTICA, NY 13502 | Recordkeeping | $23,069 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,813 | $37,117+42.3% | $147,614-64.2% | $55,191-4.3% |
| Participation rate | 34.8% | 63.6%-28.8pp | 84.6%-49.8pp | 69.2%-34.4pp |
| Annual return | 2.45% | 3.44%-1.0pp | 61.98%-59.5pp | 10.78%-8.3pp |
| Employer contribution / active EE | $159 | $1,620-90.2% | $5,564-97.1% | $1,899-91.6% |
| Participant deferral / active EE | $2,432 | $1,985+22.5% | $4,895-50.3% | $3,046-20.2% |
| Admin fee / account holder | $26 | $86-69.7% | $11,611-99.8% | $91-71.5% |