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 | $6,529 |
BONADIO & CO., LLP2 years Filed as: BONADIO AND CO LLP Service code 99 · EIN 11-1000111 | Other Fees | $0 |
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 | $137,313 | $86,929+58.0% | $102,423+34.1% | $80,856+69.8% |
| Participation rate | 86.0% | 72.4%+13.6pp | 76.5%+9.5pp | 67.6%+18.4pp |
| Annual return | 16.31% | 18.88%-2.6pp | 29.32%-13.0pp | 35.59%-19.3pp |
| Employer contribution / active EE | $1,398 | $2,369-41.0% | $3,023-53.8% | $2,755-49.3% |
| Participant deferral / active EE | $4,697 | $4,118+14.1% | $5,053-7.0% | $4,296+9.4% |
| Admin fee / account holder | $39 | $8,049-99.5% | $9,451-99.6% | $6,918-99.4% |