Filed February 11, 2011
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 |
|---|---|---|
Service code 15 250 GLEN STREET · GLENS FALLS, NY 12801 | Recordkeeping | $3,399 |
Annual investment return 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 | $33,210 | $47,448-30.0% | $94,993-65.0% | $62,292-46.7% |
| Participation rate | 89.2% | 66.5%+22.7pp | 73.9%+15.3pp | 69.5%+19.7pp |
| Annual return | 13.31% | 22.64%-9.3pp | 27.12%-13.8pp | 28.90%-15.6pp |
| Employer contribution / active EE | $379 | $1,300-70.8% | $2,603-85.4% | $2,042-81.4% |
| Participant deferral / active EE | $2,075 | $2,375-12.6% | $3,317-37.4% | $3,169-34.5% |
| Admin fee / account holder | $20 | $434-95.4% | $4,960-99.6% | $479-95.9% |