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 |
|---|---|---|
HANYS BENEFIT SERVICES1 year Service code 27 · EIN 14-1764768 | Advisory (Plan) | $107,628 |
Service code 12 · EIN 13-3689044 | Investment management; Participant co... | $52,003 |
NATIONAL FINANCIAL SERVICES3 years 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 | $32,202 | $50,127-35.8% | $149,673-78.5% | $80,160-59.8% |
| Participation rate | 32.9% | 64.3%-31.4pp | 78.8%-45.9pp | 72.9%-40.0pp |
| Annual return | 19.35% | 29.82%-10.5pp | 134.42%-115.1pp | 40.38%-21.0pp |
| Employer contribution / active EE | $569 | $1,865-69.5% | $4,818-88.2% | $2,978-80.9% |
| Participant deferral / active EE | $1,638 | $3,194-48.7% | $5,680-71.2% | $5,017-67.3% |
| Admin fee / account holder | $191 | $153+25.2% | $13,210-98.6% | $145+31.9% |