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 | $7,783 |
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 | $69,608 | $46,173+50.8% | $170,442-59.2% | $69,6310% |
| Participation rate | 28.2% | 63.9%-35.7pp | 83.6%-55.4pp | 70.7%-42.5pp |
| Annual return | 20.32% | 21.62%-1.3pp | 205.93%-185.6pp | 27571.02%-27550.7pp |
| Employer contribution / active EE | $129 | $1,610-92.0% | $5,433-97.6% | $2,032-93.7% |
| Participant deferral / active EE | $2,117 | $2,080+1.7% | $4,939-57.1% | $3,224-34.3% |
| Admin fee / account holder | $26 | $116-77.5% | $13,880-99.8% | $110-76.3% |