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 | $10,551 |
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 | $59,464 | $36,916+61.1% | $156,549-62.0% | $57,658+3.1% |
| Participation rate | 30.2% | 63.4%-33.3pp | 84.0%-53.8pp | 70.2%-40.0pp |
| Annual return | 7.71% | 12.38%-4.7pp | 32.23%-24.5pp | 5.13%+2.6pp |
| Employer contribution / active EE | $138 | $1,571-91.2% | $5,501-97.5% | $1,974-93.0% |
| Participant deferral / active EE | $2,166 | $1,926+12.5% | $4,871-55.5% | $3,061-29.2% |
| Admin fee / account holder | $38 | $82-54.3% | $13,027-99.7% | $95-60.1% |