Filed March 28, 2005
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 49 · EIN 22-2725182 3136 WINTON RD S. · ROCHESTER, NY 14623 | Other Services | $19,023 |
Filed as: SAGE RUTTY AND CO, INC. Service code 99 · EIN 16-0620690 | Other Fees | $18,654 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,346 | $93,131-61.0% | $106,548-65.9% | $86,799-58.1% |
| Participation rate | 99.3% | 81.4%+17.9pp | 76.1%+23.2pp | 72.3%+27.1pp |
| Annual return | 9.85% | 19.45%-9.6pp | 26.80%-17.0pp | 97.91%-88.1pp |
| Employer contribution / active EE | $1,596 | $2,895-44.9% | $2,819-43.4% | $2,405-33.6% |
| Participant deferral / active EE | $2,546 | $4,708-45.9% | $4,398-42.1% | $4,131-38.4% |
| Admin fee / account holder | $95 | $145-34.7% | $7,407-98.7% | $170-44.1% |