Filed January 10, 2017
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 |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS4 years Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $100,389 |
Filed as: TRUST COMPANY OF MANHATTAN Service code 21 800 POYNTZ AVE · MANHATTAN, KS 66505 | Bank Trustee | $64,684 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $123,719 | $122,239+1.2% | $184,200-32.8% | $74,546+66.0% |
| Participation rate | 98.8% | 85.5%+13.3pp | 86.8%+12.0pp | 67.2%+31.6pp |
| Annual return | 11.47% | 19.95%-8.5pp | 28.80%-17.3pp | 1366.03%-1354.6pp |
| Employer contribution / active EE | $3,981 | $4,537-12.3% | $6,424-38.0% | $2,624+51.7% |
| Participant deferral / active EE | $7,001 | $7,139-1.9% | $9,132-23.3% | $4,347+61.0% |
| Admin fee / account holder | $655 | $1,260-48.0% | $13,907-95.3% | $1,944-66.3% |