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 | $98,937 |
Filed as: WEALTH ENHANCEMENT GROUP Service code 26 · EIN 41-2016508 1040 PITTSFORD VICTOR ROAD · PITTSFORD, NY 14534 | Advisory (Participants) | $79,143 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,898 | $88,890-56.2% | $102,423-62.0% | $77,643-49.9% |
| Participation rate | 99.4% | 80.9%+18.5pp | 76.5%+22.9pp | 70.6%+28.9pp |
| Annual return | 19.62% | 24.98%-5.4pp | 29.32%-9.7pp | 31.24%-11.6pp |
| Employer contribution / active EE | $2,368 | $2,698-12.2% | $3,023-21.7% | $2,726-13.1% |
| Participant deferral / active EE | $3,009 | $5,145-41.5% | $5,053-40.5% | $4,647-35.3% |
| Admin fee / account holder | $247 | $235+4.9% | $9,451-97.4% | $430-42.6% |