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 16 ONE EMPIRE DRIVE · RENSSELAER, NY 12144 | Consulting | $69,162 |
Service code 12 · EIN 13-3689044 | Claims processing; Recordkeeping fees... | $64,435 |
NATIONAL FINANCIAL SERVICES4 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,414 | $53,136-31.5% | $155,509-76.6% | $199,593-81.8% |
| Participation rate | 45.8% | 64.1%-18.2pp | 78.2%-32.4pp | 72.0%-26.1pp |
| Annual return | 13.84% | 41.15%-27.3pp | 64.67%-50.8pp | 34.25%-20.4pp |
| Employer contribution / active EE | $616 | $1,851-66.7% | $4,672-86.8% | $3,034-79.7% |
| Participant deferral / active EE | $1,934 | $3,161-38.8% | $5,626-65.6% | $5,087-62.0% |
| Admin fee / account holder | $155 | $185-16.5% | $15,912-99.0% | $269-42.4% |