Filed November 26, 2002
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER10+ years Service code 27 · EIN 16-0993736 200 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Advisory (Plan) | $83,655 |
USI CONSULTING GROUP10+ years Filed as: BURKE GROUP Service code 19 · EIN 80-0688755 80 LINDEN OAKS DRIVE · ROCHESTER, NY 14625 | Securities Custodian | $57,944 |
USI CONSULTING GROUP2 years Service code 11 · EIN 06-1053228 | Actuarial | $31,350 |
COMPASS ONE3 years Service code 18 · EIN 83-2095475 | Custodial (other than securities) | $6,354 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $39,669-100.0% | $334,201-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 26.5%-26.5pp | 43.9%-43.9pp | 11.0%-11.0pp |
| Annual return | 5.12% | 8.11%-3.0pp | 9.84%-4.7pp | 8.23%-3.1pp |
| Employer contribution / active EE | $14,718 | $16,823-12.5% | $30,320-51.5% | $13,859+6.2% |
| Participant deferral / active EE | $0 | $33-100.0% | $66-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $435-100.0% | $53,213-100.0% | $1,652-100.0% |