Filed January 6, 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 |
|---|---|---|
DANNIBLE & MCKEE, LLP3 years Service code 10 · EIN 33-0996661 221 S WARREN STREET · SYRACUSE, NY 13202 | Accounting | $33,825 |
HAYLOR, FREYOR, & COON2 years Service code 23 · EIN 15-0547748 300 SOUTH STATE STREET · SYRACUSE, NY 13221 | Insurance services | $33,477 |
Filed as: TRANSITION FINANCE STRATEGIES Service code 64 · EIN 13-4238973 154 HANSEN RD SUITE 102 · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $24,294 |
ISAACKS & ASSOCIATES3 years Service code 24 · EIN 76-0624733 17142 NORTH ELDRIDGE PKWY, STE A · TOMBALL, TX 77377 | Discretionary Trustee | $8,000 |
LPL FINANCIAL10+ years Service code 27 · EIN 27-4171978 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $3,307 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $214,378-100.0% | $200,582-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 87.4%-87.4pp | 86.9%-86.9pp | 80.1%-80.1pp |
| Annual return | 2.64% | 46.41%-43.8pp | 42.33%-39.7pp | 217.08%-214.4pp |
| Employer contribution / active EE | $0 | $6,841-100.0% | $6,419-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $9,865-100.0% | $9,331-100.0% | $6,507-100.0% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |