Filed November 2, 2004
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 |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 51 · EIN 22-3361201 | Investment Mgmt Fees | $15,368 |
CHEMUNG CANAL TRUST COMPANY1+ years Service code 21 · EIN 16-0380815 | Bank Trustee | $10,084 |
Filed as: SILCHESTER Service code 51 · EIN 36-7045783 | Investment Mgmt Fees | $7,968 |
Filed as: PRIME BUCHHOLTZ AND ASSOCIATES INC Service code 17 · EIN 02-0426421 | Pension Consulting | $1,981 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $219,333-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.8%-0.8pp |
| Annual return | -0.21% | -0.96%+0.8pp | -2.00%+1.8pp | -0.60%+0.4pp |
| Employer contribution / active EE | $1,748 | $6,828-74.4% | $34,470-94.9% | $12,272-85.8% |
| Participant deferral / active EE | $0 | $232-100.0% | $34-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $5,362-100.0% | $717-100.0% |