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 | $104,913 |
FROST BANK6 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 | $162,978 | $130,194+25.2% | $169,993-4.1% | $71,457+128.1% |
| Participation rate | 91.2% | 86.1%+5.0pp | 87.0%+4.2pp | 67.9%+23.2pp |
| Annual return | 12.60% | 20.37%-7.8pp | 53.37%-40.8pp | 28.85%-16.3pp |
| Employer contribution / active EE | $3,951 | $4,381-9.8% | $6,785-41.8% | $2,588+52.7% |
| Participant deferral / active EE | $5,821 | $6,923-15.9% | $10,408-44.1% | $4,289+35.7% |
| Admin fee / account holder | $571 | $966-40.9% | $12,815-95.5% | $1,587-64.0% |