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 ADMINISTRATORS2+ years Filed as: BENEFIT PLAN ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 6 RHOADS DRIVE, SUITE 7 · UTICA, NY 13502 | Recordkeeping | $16,670 |
Filed as: VALIC Service code 26 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Advisory (Participants) | $296 |
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 | $23,350 | $46,732-50.0% | $156,549-85.1% | $55,167-57.7% |
| Participation rate | 88.9% | 65.8%+23.1pp | 84.0%+4.9pp | 69.0%+20.0pp |
| Annual return | 7.71% | 17.72%-10.0pp | 32.23%-24.5pp | 169.23%-161.5pp |
| Employer contribution / active EE | $1,834 | $2,105-12.9% | $5,501-66.7% | $1,963-6.6% |
| Participant deferral / active EE | $2,234 | $2,204+1.4% | $4,871-54.1% | $3,054-26.8% |
| Admin fee / account holder | $84 | $418-80.0% | $13,027-99.4% | $504-83.4% |