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 19 1 EMPIRE DRIVE · RENSSELAER, NY 12144 | Securities Custodian | $11,155 |
Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $7,892 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,880 | $56,485-75.4% | $185,823-92.5% | $86,799-84.0% |
| Participation rate | 76.8% | 65.5%+11.4pp | 81.7%-4.9pp | 72.3%+4.6pp |
| Annual return | 12.50% | 118.04%-105.5pp | 122.05%-109.6pp | 97.91%-85.4pp |
| Employer contribution / active EE | $1,174 | $1,843-36.3% | $5,167-77.3% | $2,405-51.2% |
| Participant deferral / active EE | $0 | $2,553-100.0% | $5,568-100.0% | $4,131-100.0% |
| Admin fee / account holder | $51 | $150-65.9% | $16,237-99.7% | $170-69.9% |