Filed September 30, 1999
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 |
|---|---|---|
Filed as: KARPUS INVESTMENT MANAGEMENT Service code 28 183 SULLY'S TRAIL · PITTSFORD, NY 14534 | Investment Management | $56,629 |
BENEFITS MANAGEMENT, INC.2+ years Service code 15 355 PACKETT'S LANDING · FAIRPORT, NY 14450 | Recordkeeping | $8,560 |
DAVIE KAPLAN1+ years Filed as: DAVIE KAPLAN CPA, P.C. Service code 10 1000 FIRST FEDERAL PLAZA · ROCHESTER, NY 14614 | Accounting | $8,500 |
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 | $28,187 | $52,884-46.7% | $84,750-66.7% | $55,167-48.9% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 7.71% | 18.03%-10.3pp | 22.78%-15.1pp | 169.23%-161.5pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,066 | $2,644-21.9% | $3,712-44.3% | $3,054-32.4% |
| Admin fee / account holder | $287 | $581-50.5% | $5,332-94.6% | $504-43.0% |