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 | $123,363 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS. Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $100,233 |
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $219 |
Service code 15 · EIN 01-0278678 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,263 | $46,292+97.1% | $143,757-36.5% | $64,808+40.8% |
| Participation rate | 71.0% | 64.2%+6.8pp | 80.3%-9.3pp | 71.5%-0.4pp |
| Annual return | -14.15% | -10.05%-4.1pp | -0.04%-14.1pp | 32.82%-47.0pp |
| Employer contribution / active EE | $2,395 | $1,910+25.4% | $4,951-51.6% | $2,506-4.4% |
| Participant deferral / active EE | $3,647 | $2,646+37.9% | $5,637-35.3% | $4,310-15.4% |
| Admin fee / account holder | $289 | $154+87.9% | $14,673-98.0% | $188+53.8% |