Filed February 1, 2016 (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 10-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 15 1 EMPIRE DRIVE · RENSSELAER, NY 12144 | Recordkeeping | $41,115 |
Filed as: BENEFIT PLAN ADMIN SERVICES, INC Service code 15 6 RHOADS DRIVE · UTICA, NE 13502 | Recordkeeping | $15,243 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,783 | $62,928-49.5% | $172,739-81.6% | $67,579-53.0% |
| Participation rate | 57.8% | 64.5%-6.7pp | 82.6%-24.9pp | 71.3%-13.5pp |
| Annual return | 21.23% | 30.36%-9.1pp | 802.84%-781.6pp | 378.56%-357.3pp |
| Employer contribution / active EE | $843 | $1,636-48.5% | $5,143-83.6% | $2,148-60.8% |
| Participant deferral / active EE | $1,830 | $2,145-14.7% | $5,198-64.8% | $3,539-48.3% |
| Admin fee / account holder | $99 | $167-40.5% | $13,954-99.3% | $142-30.3% |