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 |
|---|---|---|
FENIMORE ASSET MANAGEMENT4+ years Service code 28 · EIN 16-1180876 384 NORTH GRAND STREET · COBLESKILL, NY 12043 | Investment Management | $132,507 |
MERCER3+ years Filed as: MERCER US INC Service code 11 · EIN 13-2834414 70 LINDEN OAKS · ROCHESTER, NY 14625 | Actuarial | $106,100 |
J C MIANO INVESTMENT ADVISORY4+ years Service code 28 · EIN 16-1463172 258 GENESEE STREET · UTICA, NY 13502 | Investment Management | $98,597 |
PRIME, BUCHHOLZ & ASSOCIATES4+ years Filed as: PRIME BUCHHOLZ & ASSOCIATES Service code 28 · EIN 02-0426421 273 CORPORATE DRIVE · PORTSMOUTH, NH 03801 | Investment Management | $81,501 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 268 GENESEE STREET · UTICA, NY 13502 | Bank Trustee | $45,252 |
INSERO & CO. CPAS, LLP2 years Filed as: INSERO & COMPANY, CPAS LLP Service code 10 · EIN 16-1016457 2 STATE STREET · ROCHESTER, NY 14614 | Accounting | $13,000 |
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.
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 | $18,026,966-100.0% | $157,466-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 1.8%-1.8pp |
| Annual return | -7.45% | 7.01%-14.5pp | 12.68%-20.1pp | 0.19%-7.6pp |
| Employer contribution / active EE | $0 | $12,638-100.0% | $22,860-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $554-100.0% | $123-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $2,825-100.0% | $426-100.0% |