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 |
|---|---|---|
SAGE, RUTTY AND CO., INC.2 years Filed as: SAGE RUTTY AND CO, INC. Service code 99 · EIN 16-0620690 | Other Fees | $20,036 |
Service code 49 · EIN 22-2725182 3136 WINTON RD S. · ROCHESTER, NY 14623 | Other Services | $10,321 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,986 | $81,908-62.2% | $90,749-65.9% | $64,808-52.2% |
| Participation rate | 99.7% | 80.5%+19.2pp | 75.7%+24.0pp | 71.5%+28.2pp |
| Annual return | -15.20% | -12.53%-2.7pp | -12.16%-3.0pp | 32.82%-48.0pp |
| Employer contribution / active EE | $1,629 | $3,065-46.9% | $2,921-44.2% | $2,506-35.0% |
| Participant deferral / active EE | $2,706 | $4,840-44.1% | $4,564-40.7% | $4,310-37.2% |
| Admin fee / account holder | $58 | $157-63.3% | $8,445-99.3% | $188-69.3% |