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 |
|---|---|---|
Filed as: BLUE WATER CAPITAL MGMT INC Service code 27 507 PLUM STREET · SYRACUSE, NY 13204 | Advisory (Plan) | $25,806 |
Filed as: BENEFIT PLANS ADMINSTRATIVE SERVICE Service code 13 · EIN 16-1616474 6 RHOADES DRIVE · UTICA, NY 13502 | Contract Administrator | $8,393 |
Service code 13 · EIN 16-1170765 333 BUTTERNUT DRIVE · SYRACUSE, NY 13214 | Contract Administrator | $1,357 |
Filed as: EMPOWER LIFE & ANNUITY Service code 13 INSURANCE COMPANY OF NY · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $0 |
Participant contribution per participant 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 | $71,097 | $129,021-44.9% | $184,203-61.4% | $77,643-8.4% |
| Participation rate | 85.6% | 87.3%-1.7pp | 86.8%-1.2pp | 70.6%+15.0pp |
| Annual return | 14.52% | 33.27%-18.8pp | 28.81%-14.3pp | 31.24%-16.7pp |
| Employer contribution / active EE | $3,270 | $4,413-25.9% | $6,427-49.1% | $2,726+20.0% |
| Participant deferral / active EE | $3,922 | $7,297-46.3% | $9,131-57.1% | $4,647-15.6% |
| Admin fee / account holder | $204 | $254-19.4% | $13,901-98.5% | $430-52.5% |