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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SERVIC Service code 15 · EIN 16-1503696 6 RHOADS DRIVE, SUITE 7 · UTICA, NY 13502 | Recordkeeping | $84,445 |
Filed as: WEALTH ENHANCEMENT GROUP Service code 26 · EIN 41-2016508 1040 PITTSFORD VICTOR ROAD · PITTSFORD, NY 14534 | Advisory (Participants) | $69,571 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,847 | $99,078-58.8% | $96,544-57.7% | $74,419-45.1% |
| Participation rate | 94.7% | 80.7%+14.0pp | 76.0%+18.7pp | 70.7%+23.9pp |
| Annual return | 22.75% | 22.48%+0.3pp | 25.84%-3.1pp | 34.38%-11.6pp |
| Employer contribution / active EE | $2,016 | $2,570-21.5% | $2,965-32.0% | $2,637-23.5% |
| Participant deferral / active EE | $2,669 | $4,933-45.9% | $4,851-45.0% | $4,528-41.1% |
| Admin fee / account holder | $266 | $225+18.3% | $8,252-96.8% | $348-23.6% |