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 | $13,183 |
Service code 19 1 EMPIRE DRIVE · RENSSELAER, NY 12144 | Securities Custodian | $11,066 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,948 | $47,126-66.2% | $149,673-89.3% | $74,419-78.6% |
| Participation rate | 71.2% | 63.4%+7.8pp | 78.8%-7.5pp | 70.7%+0.5pp |
| Annual return | 46.66% | 22.75%+23.9pp | 134.42%-87.8pp | 34.38%+12.3pp |
| Employer contribution / active EE | $826 | $1,905-56.7% | $4,818-82.9% | $2,637-68.7% |
| Participant deferral / active EE | $305 | $2,728-88.8% | $5,680-94.6% | $4,528-93.3% |
| Admin fee / account holder | $58 | $343-83.0% | $13,210-99.6% | $348-83.3% |