Filed May 15, 2013
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 ADMINISTRATORS1+ years Filed as: BENEFIT PLAN ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 6 RHOADS DRIVE, SUITE 7 · UTICA, NY 13502 | Recordkeeping | $12,071 |
Filed as: VALIC Service code 26 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Advisory (Participants) | $482 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,571 | $46,360-53.5% | $147,614-85.4% | $52,331-58.8% |
| Participation rate | 86.3% | 64.9%+21.4pp | 84.6%+1.7pp | 68.1%+18.2pp |
| Annual return | -1.69% | 1.62%-3.3pp | 61.98%-63.7pp | 4.54%-6.2pp |
| Employer contribution / active EE | $1,971 | $2,126-7.3% | $5,564-64.6% | $1,882+4.8% |
| Participant deferral / active EE | $2,155 | $2,258-4.6% | $4,895-56.0% | $3,022-28.7% |
| Admin fee / account holder | $67 | $766-91.2% | $11,611-99.4% | $592-88.6% |