Filed December 24, 2004
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 |
|---|---|---|
BPAS1+ years Service code 14 · EIN 16-1065416 6 RHOADS DRIVE · UTICA, NY 13502 | Plan Administrator | $93,185 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Service code 27 · EIN 42-1445429 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 525568757 | Advisory (Plan) | $19,669 |
D'ARCANGELO & CO., LLP1+ years Service code 10 · EIN 13-2550103 510 HAIGHT AVENUE · POUGHKEEPSIE, NY 12603 | Accounting | $14,000 |
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.
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 | $43,286 | $88,324-51.0% | $115,037-62.4% | $55,191-21.6% |
| Participation rate | 53.1% | 72.5%-19.4pp | 81.4%-28.2pp | 69.2%-16.0pp |
| Annual return | -0.55% | 6.30%-6.8pp | 26.14%-26.7pp | 10.78%-11.3pp |
| Employer contribution / active EE | $603 | $2,805-78.5% | $4,608-86.9% | $1,899-68.2% |
| Participant deferral / active EE | $1,836 | $5,042-63.6% | $6,026-69.5% | $3,046-39.7% |
| Admin fee / account holder | $274 | $105+160.0% | $8,175-96.6% | $91+201.8% |