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 | $84,929 |
FROST BANK3 years 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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,594 | $136,307+3.1% | $177,821-20.9% | $73,488+91.3% |
| Participation rate | 90.7% | 86.1%+4.6pp | 87.7%+3.0pp | 70.7%+20.0pp |
| Annual return | 9.31% | 18.68%-9.4pp | 48.32%-39.0pp | 28.51%-19.2pp |
| Employer contribution / active EE | $3,246 | $3,712-12.5% | $5,918-45.1% | $2,270+43.0% |
| Participant deferral / active EE | $4,682 | $5,829-19.7% | $7,714-39.3% | $3,740+25.2% |
| Admin fee / account holder | $543 | $596-8.8% | $12,427-95.6% | $513+5.9% |