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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
HARPER DANESH LLC9+ years Service code 11 · EIN 27-3395775 399 ALEXANDER STREET · ROCHESTER, NY 14607 | Actuarial | $35,300 |
ALESCO ADVISORS7 years Service code 28 · EIN 16-1579300 120 OFFICE PARKWAY · PITTSFORD, NY 14534 | Investment Management | $34,306 |
BMO HARRIS BANK NA7 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... | $17,082 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,118-100.0% | $250,986-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 50.6%-50.6pp | 12.4%-12.4pp |
| Annual return | 7.09% | 10.14%-3.0pp | 32.30%-25.2pp | 9.89%-2.8pp |
| Employer contribution / active EE | $13,646 | $16,231-15.9% | $33,955-59.8% | $14,313-4.7% |
| Participant deferral / active EE | $0 | $27-100.0% | $43-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,345-100.0% | $10,141-100.0% | $9,084-100.0% |