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 |
|---|---|---|
MERCER5+ years Filed as: MERCER US INC Service code 11 · EIN 13-2834414 70 LINDEN OAKS · ROCHESTER, NY 14625 | Actuarial | $181,888 |
PRIME, BUCHHOLZ & ASSOCIATES6+ years Filed as: PRIME BUCHHOLZ & ASSOCIATES Service code 28 · EIN 02-0426421 273 CORPORATE DRIVE · PORTSMOUTH, NH 03801 | Investment Management | $78,723 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 268 GENESEE STREET · UTICA, NY 13502 | Bank Trustee | $57,653 |
Service code 28 · EIN 22-3361201 499 PARK AVENUE · NEW YORK, NY 10022 | Investment Management | $48,739 |
INSERO & CO. CPAS, LLP1 year Filed as: INSERO & COMPANY CPAS, LLP Service code 10 · EIN 47-5324570 2 STATE STREET · ROCHESTER, NY 14614 | Accounting | $13,800 |
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 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 8.85% | 13.15%-4.3pp | -2.84%+11.7pp | 11.45%-2.6pp |
| Employer contribution / active EE | $0 | $23,714-100.0% | $33,329-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |