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 | $91,217 |
FROST BANK4 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,543 | $121,341+32.3% | $189,513-15.3% | $79,386+102.2% |
| Participation rate | 91.1% | 86.1%+5.0pp | 87.8%+3.3pp | 70.7%+20.4pp |
| Annual return | 17.15% | 21.08%-3.9pp | 555.15%-538.0pp | 116.85%-99.7pp |
| Employer contribution / active EE | $3,390 | $3,915-13.4% | $6,162-45.0% | $2,427+39.7% |
| Participant deferral / active EE | $4,770 | $6,395-25.4% | $8,221-42.0% | $4,046+17.9% |
| Admin fee / account holder | $571 | $651-12.3% | $12,045-95.3% | $626-8.8% |