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 |
|---|---|---|
HARPER DANESH LLC6+ years Service code 11 · EIN 27-3395775 399 ALEXANDER STREET · ROCHESTER, NY 14607 | Actuarial | $82,400 |
ALESCO ADVISORS4 years Service code 28 · EIN 16-1579300 120 OFFICE PARKWAY · PITTSFORD, NY 14534 | Investment Management | $80,389 |
BMO HARRIS BANK NA4 years Filed as: M&T BANK Service code 18 · EIN 16-0538020 ONE M AND T PLAZA, 11TH FLOOR · BUFFALO, NY 14203 | Direct payment from the plan; Custodi... | $21,016 |
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 | $34,741-100.0% | $220,428-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 10.5%-10.5pp | 43.5%-43.5pp | 1.7%-1.7pp |
| Annual return | 10.26% | 9.03%+1.2pp | 90.60%-80.3pp | 627.08%-616.8pp |
| Employer contribution / active EE | $10,714 | $13,843-22.6% | $32,727-67.3% | $18,824-43.1% |
| Participant deferral / active EE | $0 | $126-100.0% | $40-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $249-100.0% | $12,805-100.0% | $1,923-100.0% |