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 | $1,090 |
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 | $44,469 | $45,825-3.0% | $90,645-50.9% | $56,287-21.0% |
| Participation rate | 82.7% | 66.7%+16.0pp | 74.0%+8.7pp | 69.9%+12.9pp |
| Annual return | 8.71% | 38.64%-29.9pp | 1.88%+6.8pp | -9.96%+18.7pp |
| Employer contribution / active EE | $386 | $1,372-71.9% | $2,532-84.8% | $2,111-81.7% |
| Participant deferral / active EE | $2,265 | $2,562-11.6% | $3,425-33.8% | $3,350-32.4% |
| Admin fee / account holder | $6 | $413-98.5% | $4,994-99.9% | $521-98.8% |