See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BPAS3+ years Service code 15 · EIN 16-1503696 6 ROADS BLVD · UTICA, NY 13502 | Recordkeeping | $3,565 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $47,057 | $50,385-6.6% | $75,670-37.8% | $62,292-24.5% |
| Participation rate | 78.0% | 67.7%+10.3pp | 72.3%+5.7pp | 69.5%+8.5pp |
| Annual return | 23.52% | 19.90%+3.6pp | 27.34%-3.8pp | 28.90%-5.4pp |
| Employer contribution / active EE | $323 | $1,537-79.0% | $2,352-86.2% | $2,042-84.2% |
| Participant deferral / active EE | $2,100 | $2,445-14.1% | $3,142-33.2% | $3,169-33.7% |
| Admin fee / account holder | $43 | $384-88.8% | $5,800-99.3% | $479-91.0% |