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 |
|---|---|---|
BPAS3+ years Service code 14 · EIN 16-1065416 6 RHOADS DRIVE · UTICA, NY 13502 | Plan Administrator | $122,564 |
D'ARCANGELO & CO., LLP3+ years Service code 10 · EIN 13-2550103 510 HAIGHT AVENUE · POUGHKEEPSIE, NY 12603 | Accounting | $14,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,403 | $155,795-69.6% | $136,294-65.2% | $69,631-31.9% |
| Participation rate | 61.8% | 75.2%-13.5pp | 81.9%-20.2pp | 70.7%-8.9pp |
| Annual return | 16.71% | 232464.33%-232447.6pp | 5155.94%-5139.2pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $925 | $2,991-69.1% | $4,695-80.3% | $2,032-54.5% |
| Participant deferral / active EE | $2,447 | $5,394-54.6% | $6,247-60.8% | $3,224-24.1% |
| Admin fee / account holder | $275 | $128+114.6% | $9,243-97.0% | $110+149.2% |