Filed January 28, 2004 (most recent of 4 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 |
|---|---|---|
Service code 27 507 PLUM STRET SUITE 102 · SYRACUSE, NY 13204 | Advisory (Plan) | $33,456 |
Service code 13 333 BUTTERNUT DRIVE · SYRACUSE, NY 13214 | Contract Administrator | $8,005 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 | Recordkeeping Fees | $0 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE Service code 33 | Securities brokerage | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,647 | $102,553-17.5% | $151,611-44.2% | $66,914+26.5% |
| Participation rate | 98.1% | 85.5%+12.6pp | 87.5%+10.6pp | 69.8%+28.3pp |
| Annual return | -13.28% | -10.82%-2.5pp | 3.33%-16.6pp | 1.58%-14.9pp |
| Employer contribution / active EE | $4,842 | $4,180+15.8% | $6,166-21.5% | $2,544+90.3% |
| Participant deferral / active EE | $6,732 | $6,641+1.4% | $8,363-19.5% | $4,237+58.9% |
| Admin fee / account holder | $0 | $630-100.0% | $11,616-100.0% | $593-100.0% |