Filed December 1, 2010 (most recent of 3 filings on file)
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 |
|---|---|---|
SAGE, RUTTY AND CO., INC.4 years Filed as: SAGE RUTTY AND CO., INC. Service code 26 · EIN 16-0620690 | Advisory (Participants) | $31,577 |
Filed as: JOHN HANCOCK LIFE INS COMPANY OF NY Service code 15 · EIN 13-3646501 | Recordkeeping | $338 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,024 | $102,553-33.7% | $151,611-55.1% | $66,914+1.7% |
| Participation rate | 97.5% | 85.5%+12.0pp | 87.5%+10.0pp | 69.8%+27.7pp |
| Annual return | -15.65% | -10.82%-4.8pp | 3.33%-19.0pp | 1.58%-17.2pp |
| Employer contribution / active EE | $4,730 | $4,180+13.2% | $6,166-23.3% | $2,544+85.9% |
| Participant deferral / active EE | $4,344 | $6,641-34.6% | $8,363-48.1% | $4,237+2.5% |
| Admin fee / account holder | $403 | $630-36.0% | $11,616-96.5% | $593-32.1% |