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 | $22,480 |
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $21,295 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,105 | $50,815-62.4% | $155,509-87.7% | $77,643-75.4% |
| Participation rate | 80.3% | 63.1%+17.2pp | 78.2%+2.1pp | 70.6%+9.7pp |
| Annual return | 31.46% | 34.80%-3.3pp | 64.67%-33.2pp | 31.24%+0.2pp |
| Employer contribution / active EE | $1,519 | $1,993-23.8% | $4,672-67.5% | $2,726-44.3% |
| Participant deferral / active EE | $2,847 | $2,822+0.9% | $5,626-49.4% | $4,647-38.7% |
| Admin fee / account holder | $83 | $437-81.0% | $15,912-99.5% | $430-80.7% |