Filed February 19, 2014
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 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $4,183 |
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 | $9,782 | $37,196-73.7% | $154,107-93.7% | $55,725-82.4% |
| Participation rate | 77.0% | 64.1%+12.9pp | 83.0%-6.1pp | 70.9%+6.1pp |
| Annual return | -5.65% | 1319.68%-1325.3pp | 735.12%-740.8pp | 244.93%-250.6pp |
| Employer contribution / active EE | $1,007 | $1,614-37.6% | $5,298-81.0% | $2,078-51.5% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $43 | $102-57.7% | $13,411-99.7% | $115-62.7% |