Filed January 30, 2007 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: BENEFIT PLAN ADMIN SERVICES Service code 17 · EIN 16-1503696 6 RHOADS DRIVE, STE. 7 · UTICA, NY 13502 | Pension Consulting | $84,213 |
DAVIS, KINARD & CO., PC2 years Filed as: DAVIS KINARD & CO. Service code 10 · EIN 75-1332266 FIRST FINANCIAL BANK · ABILENE, TX 79601 | Accounting | $10,566 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,934 | $89,739+41.4% | $149,718-15.2% | $62,292+103.8% |
| Participation rate | 92.4% | 85.1%+7.3pp | 87.1%+5.3pp | 69.5%+22.9pp |
| Annual return | 16.30% | 21.01%-4.7pp | 1501.63%-1485.3pp | 28.90%-12.6pp |
| Employer contribution / active EE | $3,370 | $3,233+4.2% | $5,445-38.1% | $2,042+65.0% |
| Participant deferral / active EE | $4,129 | $4,797-13.9% | $6,569-37.1% | $3,169+30.3% |
| Admin fee / account holder | $574 | $551+4.2% | $11,283-94.9% | $479+19.8% |