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 | $49,910 |
Filed as: BENEFIT PLAN ADMIN SERVICES, INC Service code 15 6 RHOADS DRIVE · UTICA, NE 13502 | Recordkeeping | $19,542 |
Service code 12 · EIN 13-3689044 | Investment management; Participant co... | $7,337 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,844 | $67,512-42.5% | $185,823-79.1% | $93,030-58.2% |
| Participation rate | 30.7% | 67.1%-36.4pp | 81.7%-51.0pp | 73.9%-43.2pp |
| Annual return | 13.51% | 21.04%-7.5pp | 122.05%-108.5pp | 158.70%-145.2pp |
| Employer contribution / active EE | $616 | $1,783-65.4% | $5,167-88.1% | $2,706-77.2% |
| Participant deferral / active EE | $1,207 | $3,035-60.2% | $5,568-78.3% | $4,562-73.5% |
| Admin fee / account holder | $165 | $318-48.1% | $16,237-99.0% | $152+8.6% |