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. $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 |
|---|---|---|
MANNING & NAPIER8+ years Service code 27 · EIN 16-0993736 200 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Advisory (Plan) | $82,082 |
USI CONSULTING GROUP8+ years Filed as: BURKE GROUP Service code 19 · EIN 80-0688755 80 LINDEN OAKS DRIVE · ROCHESTER, NY 14625 | Securities Custodian | $55,730 |
COMPASS ONE1 year Service code 18 · EIN 83-2095475 | Custodial (other than securities) | $5,162 |
Filed as: FIDELITY Service code 19 · EIN 04-2647786 | Securities Custodian | $5,070 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,530-100.0% | $270,125-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 18.1%-18.1pp | 35.7%-35.7pp | 9.9%-9.9pp |
| Annual return | -16.09% | -11.09%-5.0pp | -38.85%+22.8pp | -5.25%-10.8pp |
| Employer contribution / active EE | $12,435 | $16,800-26.0% | $37,752-67.1% | $15,166-18.0% |
| Participant deferral / active EE | $0 | $36-100.0% | $16-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $303-100.0% | $16,942-100.0% | $3,859-100.0% |