Filed January 28, 2006 (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 |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS1+ years Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $1,651 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,512 | $82,032+81.0% | $123,104+20.6% | $59,632+149.0% |
| Participation rate | 98.0% | 83.2%+14.8pp | 86.8%+11.2pp | 68.7%+29.3pp |
| Annual return | -3.29% | 5.12%-8.4pp | 13.22%-16.5pp | 2041.28%-2044.6pp |
| Employer contribution / active EE | $6,072 | $3,297+84.2% | $5,151+17.9% | $2,203+175.7% |
| Participant deferral / active EE | $9,408 | $4,667+101.6% | $6,230+51.0% | $3,192+194.8% |
| Admin fee / account holder | $14 | $5,881-99.8% | $9,015-99.8% | $4,297-99.7% |