Filed July 16, 2020 (most recent of 8 filings on file)
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 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $406,164 |
SHEPHERD KAPLAN LLC1 year Service code 27 · EIN 83-0368447 122 SUMMER STREET · BOSTON, MA 02110 | Advisory (Plan) | $29,996 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,655 | $48,698+357.2% | $93,606+137.9% | $199,593+11.6% |
| Participation rate | 67.0% | 63.5%+3.5pp | 68.7%-1.7pp | 72.0%-5.0pp |
| Annual return | 15.56% | 15.34%+0.2pp | 133.20%-117.6pp | 34.25%-18.7pp |
| Employer contribution / active EE | $2,554 | $1,135+125.0% | $2,420+5.5% | $3,034-15.8% |
| Participant deferral / active EE | $3,233 | $2,817+14.8% | $4,411-26.7% | $5,087-36.4% |
| Admin fee / account holder | $125 | $195-36.0% | $8,285-98.5% | $269-53.5% |