Filed July 22, 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 |
|---|---|---|
Service code 49 | Other Services | $5,701 |
BODADIO CO LLP1 year Service code 99 · EIN 11-1000111 | Other Fees | $5,695 |
Filed as: RIMKUS, MARCIANO & ASSOCIATES INC. Service code 49 · EIN 22-2725182 3136 WINTON RD S STE 300 · ROCHESTER, NY 14623 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,984 | $71,883+34.9% | $86,677+11.9% | $68,494+41.6% |
| Participation rate | 85.2% | 72.2%+13.0pp | 76.6%+8.7pp | 67.9%+17.3pp |
| Annual return | -18.14% | 3.52%-21.7pp | 35.91%-54.0pp | -7.84%-10.3pp |
| Employer contribution / active EE | $852 | $2,173-60.8% | $2,836-70.0% | $2,596-67.2% |
| Participant deferral / active EE | $4,088 | $3,779+8.2% | $4,656-12.2% | $4,027+1.5% |
| Admin fee / account holder | $74 | $6,112-98.8% | $7,493-99.0% | $5,403-98.6% |