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 | $98,239 |
FROST BANK5 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 | $157,670 | $102,553+53.7% | $151,611+4.0% | $66,914+135.6% |
| Participation rate | 88.5% | 85.5%+3.0pp | 87.5%+1.0pp | 69.8%+18.7pp |
| Annual return | 0.67% | -10.82%+11.5pp | 3.33%-2.7pp | 1.58%-0.9pp |
| Employer contribution / active EE | $3,588 | $4,180-14.2% | $6,166-41.8% | $2,544+41.0% |
| Participant deferral / active EE | $5,182 | $6,641-22.0% | $8,363-38.0% | $4,237+22.3% |
| Admin fee / account holder | $596 | $630-5.4% | $11,616-94.9% | $593+0.5% |