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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATORS Service code 15 · EIN 16-1503696 6 RHOADS BLVD · UTICA, NY 13502 | Recordkeeping | $36,977 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,130 | $51,288-6.2% | $81,983-41.3% | $73,409-34.4% |
| Participation rate | 61.9% | 64.0%-2.0pp | 69.2%-7.3pp | 72.2%-10.2pp |
| Annual return | 34.77% | 29.48%+5.3pp | 41.31%-6.5pp | 59.29%-24.5pp |
| Employer contribution / active EE | $2,282 | $1,487+53.5% | $2,498-8.6% | $2,234+2.2% |
| Participant deferral / active EE | $6,278 | $2,715+131.2% | $3,722+68.7% | $3,805+65.0% |
| Admin fee / account holder | $159 | $125+27.2% | $5,664-97.2% | $158+0.9% |