Filed March 20, 2014 (most recent of 2 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 8-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 |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $72,473 |
AMERICAN REALTY ADVISORS1 year Filed as: AAA WESTERN AND CENTRAL NEW YORK, I Service code 15 · EIN 16-0338340 | Recordkeeping | $18,307 |
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 | $53,876 | $40,522+33.0% | $84,611-36.3% | $67,579-20.3% |
| Participation rate | 98.0% | 51.1%+46.9pp | 68.2%+29.8pp | 71.3%+26.7pp |
| Annual return | 20.36% | 32.72%-12.4pp | 258.74%-238.4pp | 378.56%-358.2pp |
| Employer contribution / active EE | $1,212 | $1,146+5.7% | $2,652-54.3% | $2,148-43.6% |
| Participant deferral / active EE | $3,129 | $2,132+46.8% | $3,899-19.7% | $3,539-11.6% |
| Admin fee / account holder | $120 | $145-17.4% | $4,912-97.6% | $142-15.6% |