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 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. $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 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% |