Filed November 7, 2005 (most recent of 2 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 ADVISORS1 year Service code 28 · EIN 16-1579300 120 OFFICE PARKWAY · PITTSFORD, NY 14534 | Investment Management | $46,350 |
HARPER DANESH LLC3+ years Service code 11 · EIN 27-3395775 399 ALEXANDER STREET · ROCHESTER, NY 14607 | Actuarial | $35,300 |
Filed as: KARPUS INVESTMENT MANAGEMENT Service code 28 · EIN 16-1290558 | Investment Management | $34,888 |
MANNING & NAPIER3+ years Filed as: MANNING AND NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995736 | Investment Management | $26,610 |
EXETER TRUST COMPANY1 year Filed as: EXETER TRUST CO. Service code 18 · EIN 02-0476209 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Direct payment from the plan; Custodi... | $18,668 |
BMO HARRIS BANK NA1 year Filed as: M&T BANK Service code 18 · EIN 16-0538020 NE M AND T PLAZA, 11TH FLOOR · BUFFALO, NY 14203 | Direct payment from the plan; Custodi... | $6,592 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $34,123-100.0% | $198,173-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 42.0%-42.0pp | 4.5%-4.5pp |
| Annual return | 14.14% | 10.93%+3.2pp | 10.16%+4.0pp | 13.95%+0.2pp |
| Employer contribution / active EE | $8,174 | $10,209-19.9% | $33,192-75.4% | $16,598-50.7% |
| Participant deferral / active EE | $0 | $442-100.0% | $66-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,531-100.0% | $612-100.0% |