See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS9 years Service code 15 · EIN 16-1503696 6 RHOADS DR · UTICA, NY 13502 | Recordkeeping | $58,578 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $310,439 | $100,923+207.6% | $150,045+106.9% | $74,304+317.8% |
| Participation rate | 90.5% | 70.1%+20.4pp | 82.3%+8.2pp | 60.3%+30.1pp |
| Annual return | 15.55% | 51.77%-36.2pp | 62.55%-47.0pp | 29.43%-13.9pp |
| Employer contribution / active EE | $1,535 | $3,463-55.7% | $4,693-67.3% | $2,241-31.5% |
| Participant deferral / active EE | $4,536 | $6,709-32.4% | $7,997-43.3% | $3,767+20.4% |
| Admin fee / account holder | $458 | $2,767-83.5% | $13,435-96.6% | $2,969-84.6% |