Filed March 5, 2007
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 |
|---|---|---|
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA Service code 26 25 TRACKSIDE · PLATTSBURGH, PA 12901 | Advisory (Participants) | $11,321 |
Filed as: BENEFIT PLANS ADMIN SERVICES. INC. Service code 15 · EIN 16-1503696 | Recordkeeping | $5,304 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $42,265 | $73,102-42.2% | $123,544-65.8% | $56,287-24.9% |
| Participation rate | 25.8% | 74.3%-48.5pp | 82.3%-56.5pp | 69.9%-44.1pp |
| Annual return | 0.17% | 3.01%-2.8pp | 119.20%-119.0pp | -9.96%+10.1pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,219 | $5,423-77.5% | $6,426-81.0% | $3,350-63.6% |
| Admin fee / account holder | $256 | $554-53.8% | $9,284-97.2% | $521-50.9% |