Filed March 31, 1
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 |
|---|---|---|
HANYS BENEFIT SERVICES1 year Service code 26 · EIN 14-1764768 | Advisory (Participants) | $14,096 |
Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $10,773 |
Filed as: TEAL, BECKER, & CHIARAMONTE Service code 10 7 WASHINGTON SQUARE · ALBANY, NY 12205 | Accounting | $7,578 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,636 | $51,466-11.3% | $78,778-42.1% | $62,292-26.7% |
| Participation rate | 79.0% | 59.8%+19.2pp | 69.2%+9.8pp | 69.5%+9.5pp |
| Annual return | 19.65% | 19.96%-0.3pp | 35.62%-16.0pp | 28.90%-9.2pp |
| Employer contribution / active EE | $401 | $827-51.5% | $1,986-79.8% | $2,042-80.4% |
| Participant deferral / active EE | $4,709 | $2,147+119.3% | $2,958+59.2% | $3,169+48.6% |
| Admin fee / account holder | $232 | $489-52.6% | $5,134-95.5% | $479-51.6% |