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 ADMINISTRATORS3+ years Filed as: BENEFIT PLAN ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 6 RHOADS DRIVE, SUITE 7 · UTICA, NY 13502 | Recordkeeping | $20,378 |
Filed as: VALIC Service code 26 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Advisory (Participants) | $71 |
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 | $27,707 | $55,453-50.0% | $170,442-83.7% | $62,292-55.5% |
| Participation rate | 84.5% | 66.4%+18.1pp | 83.6%+0.9pp | 69.5%+15.0pp |
| Annual return | 12.86% | 21.38%-8.5pp | 205.93%-193.1pp | 28.90%-16.0pp |
| Employer contribution / active EE | $1,793 | $2,164-17.1% | $5,433-67.0% | $2,042-12.2% |
| Participant deferral / active EE | $2,553 | $2,303+10.9% | $4,939-48.3% | $3,169-19.4% |
| Admin fee / account holder | $99 | $455-78.2% | $13,880-99.3% | $479-79.3% |