Filed December 5, 2013
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 3-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 |
|---|---|---|
Service code 26 · EIN 14-1764768 | Advisory (Participants) | $96,382 |
Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $15,192 |
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 | $52,150 | $36,916+41.3% | $156,549-66.7% | $57,658-9.6% |
| Participation rate | 70.7% | 63.4%+7.2pp | 84.0%-13.4pp | 70.2%+0.4pp |
| Annual return | 9.68% | 12.38%-2.7pp | 32.23%-22.5pp | 5.13%+4.5pp |
| Employer contribution / active EE | $1,298 | $1,571-17.4% | $5,501-76.4% | $1,974-34.2% |
| Participant deferral / active EE | $2,849 | $1,926+47.9% | $4,871-41.5% | $3,061-6.9% |
| Admin fee / account holder | $142 | $82+72.4% | $13,027-98.9% | $95+50.5% |