Filed January 28, 2006
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 |
|---|---|---|
QCI ASSET MANAGEMENT8+ years Service code 26 · EIN 16-1045618 | Advisory (Participants) | $62,537 |
Filed as: NORTHEAST RETIREMENT SERVICES, LLC Service code 13 · EIN 81-5140646 | Contract Administrator | $41,800 |
Filed as: BENEFIT PLANS ADMINSTRATIVE SERVICE Service code 15 · EIN 16-1503696 6 RHOADS DRIVE, SUITE 7 · UTICA, NY 13502 | Recordkeeping | $17,628 |
Filed as: WEALTH ENHANCEMENT GROUP Service code 26 · EIN 41-2016508 1040 PITTSFORD VICTOR ROAD · PITTSFORD, NY 14534 | Advisory (Participants) | $14,945 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,040 | $72,254-50.1% | $86,677-58.4% | $64,808-44.4% |
| Participation rate | 91.1% | 80.4%+10.7pp | 76.6%+14.5pp | 71.5%+19.6pp |
| Annual return | -15.80% | 392.42%-408.2pp | 35.91%-51.7pp | 32.82%-48.6pp |
| Employer contribution / active EE | $1,902 | $2,393-20.5% | $2,836-33.0% | $2,506-24.1% |
| Participant deferral / active EE | $2,549 | $4,658-45.3% | $4,656-45.3% | $4,310-40.9% |
| Admin fee / account holder | $241 | $174+38.9% | $7,493-96.8% | $188+28.6% |