Filed October 28, 2009
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 |
|---|---|---|
MERCER1+ years Filed as: MERCER US INC Service code 11 · EIN 13-2834414 70 LINDEN OAKS · ROCHESTER, NY 14625 | Actuarial | $289,586 |
FENIMORE ASSET MANAGEMENT2+ years Service code 28 · EIN 16-1180876 384 NORTH GRAND STREET · COBLESKILL, NY 12043 | Investment Management | $123,628 |
PRIME, BUCHHOLZ & ASSOCIATES2+ years Filed as: PRIME BUCHHOLZ & ASSOCIATES Service code 28 · EIN 02-0426421 273 CORPORATE DRIVE · PORTSMOUTH, NH 03801 | Investment Management | $98,094 |
J C MIANO INVESTMENT ADVISORY2+ years Service code 28 · EIN 16-1463172 258 GENESEE STREET · UTICA, NY 13502 | Investment Management | $90,293 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 268 GENESEE STREET · UTICA, NY 13502 | Bank Trustee | $46,122 |
INSERO & CO. CPAS, LLP2+ years Filed as: INSERO & COMPANY, CPAS PC Service code 10 · EIN 16-1016457 2 STATE STREET · ROCHESTER, NY 14614 | Accounting | $12,400 |
BENEFITS MANAGEMENT, INC.2+ years Filed as: BENEFITS MANAGEMENT INC Service code 11 · EIN 22-2940440 355 PACKETTS LANDING · FAIRPORT, NY 144501567 | Actuarial | $10,045 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 9.68% | 17.94%-8.3pp | 5.44%+4.2pp | 7.18%+2.5pp |
| Employer contribution / active EE | $0 | $12,263-100.0% | $25,481-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |