Filed August 1, 2013 (most recent of 5 filings on file)
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 |
|---|---|---|
ALESCO ADVISORS2 years Service code 27 1080 PITTSFORD-VICTOR ROAD · PITTSFORD, NY 14534 | Advisory (Plan) | $59,377 |
USI CONSULTING GROUP4+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $15,678 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $28,520 | $44,473-35.9% | $76,523-62.7% | $55,725-48.8% |
| Participation rate | 31.5% | 51.0%-19.5pp | 68.0%-36.5pp | 70.9%-39.4pp |
| Annual return | 34.40% | -2.01%+36.4pp | -0.27%+34.7pp | 244.93%-210.5pp |
| Employer contribution / active EE | $560 | $1,101-49.2% | $2,647-78.9% | $2,078-73.1% |
| Participant deferral / active EE | $1,299 | $1,988-34.6% | $3,835-66.1% | $3,356-61.3% |
| Admin fee / account holder | $325 | $134+142.3% | $4,848-93.3% | $115+182.1% |