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) | $38,057 |
LIFETIME BENEFIT SOLUTIONS2 years Service code 13 333 BUTTERNUT DRIVE · SYRACUSE, NY 13214 | Contract Administrator | $8,798 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,097 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,516 | $130,194-35.9% | $169,993-50.9% | $71,457+16.9% |
| Participation rate | 97.9% | 86.1%+11.8pp | 87.0%+10.9pp | 67.9%+30.0pp |
| Annual return | 8.78% | 20.37%-11.6pp | 53.37%-44.6pp | 28.85%-20.1pp |
| Employer contribution / active EE | $4,254 | $4,381-2.9% | $6,785-37.3% | $2,588+64.4% |
| Participant deferral / active EE | $5,210 | $6,923-24.7% | $10,408-49.9% | $4,289+21.5% |
| Admin fee / account holder | $243 | $966-74.8% | $12,815-98.1% | $1,587-84.7% |