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 | $73,150 |
FROST BANK1 year Service code 10 2950 N HARWOOD RD · DALLAS, TX 75201 | Accounting | $15,000 |
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 | $125,536 | $79,523+57.9% | $140,016-10.3% | $56,287+123.0% |
| Participation rate | 87.7% | 85.7%+2.0pp | 87.5%+0.2pp | 69.9%+17.8pp |
| Annual return | 3.33% | 2.39%+0.9pp | 651.12%-647.8pp | -9.96%+13.3pp |
| Employer contribution / active EE | $3,015 | $3,350-10.0% | $5,606-46.2% | $2,111+42.8% |
| Participant deferral / active EE | $4,241 | $5,129-17.3% | $6,927-38.8% | $3,350+26.6% |
| Admin fee / account holder | $531 | $614-13.6% | $10,705-95.0% | $521+1.9% |