Filed October 18, 2019 (most recent of 4 filings on file)
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 15 150 STATE STREET · ROCHESTER, NY 14614 | Recordkeeping | $70,636 |
Filed as: ALLIANCE BENFEIT GROUP OF ILLINOIS Service code 15 · EIN 37-0899315 | Recordkeeping | $28,757 |
Filed as: INTELLICENTS INVESTMENT SOLUTIONS Service code 24 · EIN 41-1812533 | Discretionary Trustee | $12,443 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $66,387 | $111,608-40.5% | $177,821-62.7% | $73,409-9.6% |
| Participation rate | 87.1% | 87.9%-0.8pp | 87.7%-0.6pp | 72.2%+14.9pp |
| Annual return | 16.26% | 18.23%-2.0pp | 48.32%-32.1pp | 59.29%-43.0pp |
| Employer contribution / active EE | $5,122 | $3,796+34.9% | $5,918-13.5% | $2,234+129.3% |
| Participant deferral / active EE | $3,899 | $6,199-37.1% | $7,714-49.5% | $3,805+2.5% |
| Admin fee / account holder | $309 | $166+86.6% | $12,427-97.5% | $158+95.7% |