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 | $136,136 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS. Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $78,721 |
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $328 |
Service code 15 · EIN 01-0278678 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,811 | $56,485+73.2% | $185,823-47.4% | $86,799+12.7% |
| Participation rate | 70.8% | 65.5%+5.3pp | 81.7%-10.9pp | 72.3%-1.5pp |
| Annual return | 12.02% | 118.04%-106.0pp | 122.05%-110.0pp | 97.91%-85.9pp |
| Employer contribution / active EE | $2,077 | $1,843+12.7% | $5,167-59.8% | $2,405-13.7% |
| Participant deferral / active EE | $3,259 | $2,553+27.6% | $5,568-41.5% | $4,131-21.1% |
| Admin fee / account holder | $254 | $150+69.6% | $16,237-98.4% | $170+49.6% |