Filed December 29, 2015 (most recent of 3 filings on file)
Total covered: 10 employees
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 16 · EIN 14-1764768 ONE EMPIRE DRIVE · RENSSELAER, NY 12144 | Consulting | $125,264 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS. Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $49,541 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $187 |
Service code 15 · EIN 01-0278678 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $82,701 | $62,928+31.4% | $172,739-52.1% | $67,579+22.4% |
| Participation rate | 68.4% | 64.5%+4.0pp | 82.6%-14.2pp | 71.3%-2.8pp |
| Annual return | 19.58% | 30.36%-10.8pp | 802.84%-783.3pp | 378.56%-359.0pp |
| Employer contribution / active EE | $1,857 | $1,636+13.5% | $5,143-63.9% | $2,148-13.5% |
| Participant deferral / active EE | $3,171 | $2,145+47.8% | $5,198-39.0% | $3,539-10.4% |
| Admin fee / account holder | $221 | $167+32.9% | $13,954-98.4% | $142+55.6% |