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 year Filed as: MERCER (US) LLC Service code 11 · EIN 13-2834414 70 LINDEN OAKS · ROCHESTER, NY 14625 | Actuarial | $216,679 |
PRIME, BUCHHOLZ & ASSOCIATES8+ years Filed as: PRIME BUCHHOLZ & ASSOCIATES Service code 28 · EIN 02-0426421 273 CORPORATE DRIVE · PORTSMOUTH, NH 03801 | Investment Management | $81,558 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 268 GENESEE STREET · UTICA, NY 13502 | Bank Trustee | $58,415 |
Service code 28 · EIN 22-3361201 499 PARK AVENUE · NEW YORK, NY 10022 | Investment Management | $49,670 |
INSERO & CO. CPAS, LLP3 years Filed as: INSERO & COMPANY CPAS, LLP Service code 10 · EIN 47-5324570 2 STATE STREET · ROCHESTER, NY 14614 | Accounting | $14,910 |
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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 0.0%0pp |
| Annual return | -16.53% | 1.88%-18.4pp | -5.16%-11.4pp | 2.77%-19.3pp |
| Employer contribution / active EE | $0 | $8,732-100.0% | $31,020-100.0% | $15,262-100.0% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |