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 & NAPIER9+ years Service code 27 · EIN 16-0993736 200 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Advisory (Plan) | $75,846 |
USI CONSULTING GROUP9+ years Filed as: BURKE GROUP Service code 19 · EIN 80-0688755 80 LINDEN OAKS DRIVE · ROCHESTER, NY 14625 | Securities Custodian | $52,989 |
USI CONSULTING GROUP1 year Service code 11 · EIN 06-1053228 | Actuarial | $38,700 |
COMPASS ONE2 years Service code 18 · EIN 83-2095475 | Custodial (other than securities) | $5,600 |
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.
Employer contribution per participant 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 | $37,118-100.0% | $250,986-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 50.6%-50.6pp | 12.4%-12.4pp |
| Annual return | 8.06% | 10.14%-2.1pp | 32.30%-24.2pp | 9.89%-1.8pp |
| Employer contribution / active EE | $91 | $16,231-99.4% | $33,955-99.7% | $14,313-99.4% |
| Participant deferral / active EE | $0 | $27-100.0% | $43-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,345-100.0% | $10,141-100.0% | $9,084-100.0% |