Filed January 23, 2015
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 8-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 1001 JAMES ST · SYRACUSE, NY 13203 | Consulting | $26,868 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,719 |
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 | $48,497 | $75,828-36.0% | $67,652-28.3% | - |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.7%+24.3pp | - |
| Annual return | -1.51% | -0.25%-1.3pp | 6625.04%-6626.5pp | - |
| Employer contribution / active EE | $1,912 | $1,407+35.9% | $2,266-15.6% | - |
| Participant deferral / active EE | $3,939 | $2,505+57.3% | $3,560+10.7% | - |
| Admin fee / account holder | $230 | $8,125-97.2% | $4,821-95.2% | - |