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 | $61,088 |
DAVIE KAPLAN2+ years Filed as: DAVIE KAPLAN CPA, P.C. Service code 10 1000 FIRST FEDERAL PLAZA · ROCHESTER, NY 14614 | Accounting | $8,950 |
BENEFITS MANAGEMENT, INC.3+ years Service code 15 355 PACKETT'S LANDING · FAIRPORT, NY 14450 | Recordkeeping | $6,640 |
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 | $31,691 | $58,726-46.0% | $92,233-65.6% | $62,292-49.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 15.33% | 43.62%-28.3pp | 176.28%-160.9pp | 28.90%-13.6pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,679-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,357 | $2,766-14.8% | $3,897-39.5% | $3,169-25.6% |
| Admin fee / account holder | $290 | $556-47.9% | $5,194-94.4% | $479-39.5% |