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 | $5,440 |
BONADIO & CO., LLP1 year Filed as: BONADIO AND CO LLP Service code 99 · EIN 11-1000111 | Other Fees | $5,372 |
Filed as: RIMKUS, MARCIANO & ASSOCIATES INC. Service code 49 · EIN 22-2725182 3136 WINTON RD S STE 300 · ROCHESTER, NY 14623 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,108 | $80,968+37.2% | $96,544+15.1% | $75,163+47.8% |
| Participation rate | 87.9% | 71.8%+16.1pp | 76.0%+12.0pp | 67.2%+20.7pp |
| Annual return | 18.98% | 27.06%-8.1pp | 25.84%-6.9pp | 160.62%-141.6pp |
| Employer contribution / active EE | $1,703 | $2,282-25.4% | $2,965-42.6% | $2,670-36.2% |
| Participant deferral / active EE | $4,597 | $3,928+17.0% | $4,851-5.2% | $4,125+11.4% |
| Admin fee / account holder | $64 | $6,724-99.0% | $8,252-99.2% | $5,651-98.9% |