Filed March 23, 2014 (most recent of 3 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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SERVIC Service code 15 · EIN 16-1503696 6 RHOADS DRIVE SUITE 7 · UTICA, NY 13502 | Recordkeeping | $45,276 |
Filed as: INNOVATIVE INVSTMNT FIDUCIARIES LLC Service code 26 · EIN 45-3764090 | Advisory (Participants) | $28,207 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,774 | $38,925-74.9% | $73,843-86.8% | $55,191-82.3% |
| Participation rate | 99.7% | 66.0%+33.7pp | 73.4%+26.3pp | 69.2%+30.5pp |
| Annual return | -1.56% | 6.31%-7.9pp | 2267.84%-2269.4pp | 10.78%-12.3pp |
| Employer contribution / active EE | $401 | $1,695-76.3% | $2,787-85.6% | $1,899-78.9% |
| Participant deferral / active EE | $912 | $2,351-61.2% | $3,583-74.5% | $3,046-70.0% |
| Admin fee / account holder | $111 | $83+34.3% | $4,880-97.7% | $91+22.6% |