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 |
|---|---|---|
HEALTHCARE COMMUNITY SECURITIES COR10+ years Service code 16 · EIN 14-1764768 ONE EMPIRE DRIVE · RENSSELAER, NY 12144 | Consulting | $148,088 |
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS. Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $111,552 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $480 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,514 | $50,815+99.8% | $155,509-34.7% | $77,643+30.7% |
| Participation rate | 68.6% | 63.1%+5.5pp | 78.2%-9.5pp | 70.6%-1.9pp |
| Annual return | 12.81% | 34.80%-22.0pp | 64.67%-51.9pp | 31.24%-18.4pp |
| Employer contribution / active EE | $1,839 | $1,993-7.7% | $4,672-60.6% | $2,726-32.5% |
| Participant deferral / active EE | $3,600 | $2,822+27.6% | $5,626-36.0% | $4,647-22.5% |
| Admin fee / account holder | $299 | $437-31.4% | $15,912-98.1% | $430-30.4% |