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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $63,621 |
AMERICAN REALTY ADVISORS4 years Filed as: AAA WESTERN AND CENTRAL NEW YORK, I Service code 15 · EIN 16-0338340 | Recordkeeping | $6,251 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,602 | $34,677+86.3% | $77,024-16.1% | $64,808-0.3% |
| Participation rate | 98.4% | 49.8%+48.6pp | 67.9%+30.5pp | 71.5%+27.0pp |
| Annual return | -14.84% | -5.33%-9.5pp | 42.32%-57.2pp | 32.82%-47.7pp |
| Employer contribution / active EE | $1,852 | $1,370+35.2% | $2,812-34.1% | $2,506-26.1% |
| Participant deferral / active EE | $4,856 | $2,556+90.0% | $4,426+9.7% | $4,310+12.7% |
| Admin fee / account holder | $111 | $179-38.1% | $5,425-98.0% | $188-41.1% |