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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $62,580 |
AMERICAN REALTY ADVISORS2 years Filed as: AAA WESTERN AND CENTRAL NEW YORK, I Service code 15 · EIN 16-0338340 | Recordkeeping | $6,924 |
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 | $64,948 | $39,948+62.6% | $89,391-27.3% | $73,409-11.5% |
| Participation rate | 98.0% | 50.4%+47.6pp | 68.0%+30.0pp | 72.2%+25.8pp |
| Annual return | 13.81% | 50.12%-36.3pp | 245.62%-231.8pp | 59.29%-45.5pp |
| Employer contribution / active EE | $1,521 | $1,200+26.8% | $2,586-41.2% | $2,234-31.9% |
| Participant deferral / active EE | $3,820 | $2,193+74.2% | $3,890-1.8% | $3,805+0.4% |
| Admin fee / account holder | $109 | $134-19.0% | $4,881-97.8% | $158-31.1% |