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 | $5,531 |
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 | $69,268 | $37,196+86.2% | $154,107-55.1% | $55,725+24.3% |
| Participation rate | 24.7% | 64.1%-39.4pp | 83.0%-58.3pp | 70.9%-46.1pp |
| Annual return | -4.38% | 1319.68%-1324.1pp | 735.12%-739.5pp | 244.93%-249.3pp |
| Employer contribution / active EE | $115 | $1,614-92.9% | $5,298-97.8% | $2,078-94.5% |
| Participant deferral / active EE | $1,913 | $2,068-7.5% | $5,081-62.4% | $3,356-43.0% |
| Admin fee / account holder | $19 | $102-81.0% | $13,411-99.9% | $115-83.3% |