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 27 1001 JAMES ST · SYRACUSE, NY 13203 | Advisory (Plan) | $22,237 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,175 |
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 | $54,311 | $60,165-9.7% | $74,183-26.8% | $55,167-1.6% |
| Participation rate | 99.1% | 74.2%+24.9pp | 76.6%+22.5pp | 69.0%+30.1pp |
| Annual return | 10.24% | 10.00%+0.2pp | 17.74%-7.5pp | 169.23%-159.0pp |
| Employer contribution / active EE | $1,921 | $1,600+20.1% | $2,370-18.9% | $1,963-2.1% |
| Participant deferral / active EE | $3,868 | $2,973+30.1% | $3,550+9.0% | $3,054+26.6% |
| Admin fee / account holder | $185 | $419-55.9% | $5,586-96.7% | $504-63.3% |