Filed December 18, 2008
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 |
|---|---|---|
BONADIO & CO., LLP1 year Service code 10 171 SULLY'S TRAIL · PITTSFORD, NY 14534 | Accounting | $10,500 |
MORNINGSTAR5 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,003 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,709 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,395 | $58,320+197.3% | $86,436+100.6% | $66,914+159.1% |
| Participation rate | 97.4% | 78.6%+18.8pp | 80.3%+17.1pp | 69.8%+27.6pp |
| Annual return | -15.04% | -9.71%-5.3pp | 4394.89%-4409.9pp | 1.58%-16.6pp |
| Employer contribution / active EE | $1,587 | $2,615-39.3% | $3,769-57.9% | $2,544-37.6% |
| Participant deferral / active EE | $7,649 | $6,899+10.9% | $6,952+10.0% | $4,237+80.5% |
| Admin fee / account holder | $62 | $546-88.7% | $6,731-99.1% | $593-89.6% |