Filed November 4, 2016
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 |
|---|---|---|
STRATEGIC PENSION SERVICES, LLC1+ years Service code 15 · EIN 14-1836262 376 ALBANY SHAKER ROAD · ALBANY, NY 12211 | Recordkeeping | $10,025 |
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,777 | $42,772+109.9% | $87,507+2.6% | $55,167+62.7% |
| Participation rate | 97.6% | 66.5%+31.1pp | 73.8%+23.8pp | 69.0%+28.6pp |
| Annual return | 3.00% | 21.20%-18.2pp | 12.21%-9.2pp | 169.23%-166.2pp |
| Employer contribution / active EE | $498 | $1,277-61.0% | $2,550-80.5% | $1,963-74.6% |
| Participant deferral / active EE | $1,554 | $2,342-33.7% | $3,149-50.7% | $3,054-49.1% |
| Admin fee / account holder | $262 | $461-43.2% | $4,221-93.8% | $504-48.0% |