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 | $65,480 |
BENEFITS MANAGEMENT, INC.4+ years Service code 15 355 PACKETT'S LANDING · FAIRPORT, NY 14450 | Recordkeeping | $10,605 |
DAVIE KAPLAN3+ years Filed as: DAVIE KAPLAN CPA, P.C. Service code 10 1000 FIRST FEDERAL PLAZA · ROCHESTER, NY 14614 | Accounting | $9,750 |
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 | $29,763 | $55,449-46.3% | $83,848-64.5% | $56,287-47.1% |
| Participation rate | 91.9% | 68.0%+23.9pp | 76.1%+15.8pp | 69.9%+22.1pp |
| Annual return | -4.69% | -1.38%-3.3pp | 850.88%-855.6pp | -9.96%+5.3pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,182 | $2,935-25.7% | $4,082-46.5% | $3,350-34.9% |
| Admin fee / account holder | $322 | $656-50.9% | $5,478-94.1% | $521-38.2% |