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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $54,332 |
AMERICAN REALTY ADVISORS6 years Filed as: AAA WESTERN AND CENTRAL NEW YORK, I Service code 15 · EIN 16-0338340 | Recordkeeping | $8,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,094 | $45,031+75.6% | $84,966-6.9% | $77,643+1.9% |
| Participation rate | 98.5% | 48.7%+49.8pp | 67.5%+31.0pp | 70.6%+27.9pp |
| Annual return | 13.22% | 79.22%-66.0pp | 66.38%-53.2pp | 31.24%-18.0pp |
| Employer contribution / active EE | $2,063 | $1,609+28.2% | $2,727-24.3% | $2,726-24.3% |
| Participant deferral / active EE | $5,652 | $2,807+101.3% | $4,519+25.1% | $4,647+21.6% |
| Admin fee / account holder | $97 | $912-89.4% | $6,149-98.4% | $430-77.5% |