Filed October 1, 1997 (most recent of 3 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 | $57,211 |
Service code 21 · EIN 26-0058143 4208 SIX FORKS ROAD SUITE 1700 · RALEIGH, NC 27609 | Bank Trustee | $41,588 |
TRUTINA FINANCIAL5 years Service code 21 · EIN 47-0995939 10811 MAIN ST · BELLEVUE, WA 98004 | Bank Trustee | $12,697 |
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 | $144,707 | $122,239+18.4% | $184,203-21.4% | $74,495+94.3% |
| Participation rate | 98.1% | 85.5%+12.6pp | 86.8%+11.3pp | 67.2%+30.9pp |
| Annual return | 15.97% | 19.95%-4.0pp | 28.81%-12.8pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $10,897 | $4,537+140.2% | $6,427+69.5% | $2,623+315.4% |
| Participant deferral / active EE | $6,593 | $7,139-7.6% | $9,131-27.8% | $4,346+51.7% |
| Admin fee / account holder | $560 | $1,260-55.5% | $13,901-96.0% | $1,942-71.1% |