Filed November 9, 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 |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: P & A RETIREMENT PLAN SERVICES, INC Service code 64 17 COURT STREET, SUITE 500 · BUFFALO, NY 14202 | Recordkeeping Fees | $29,016 |
TRG ADVISORS, INC.1+ years Filed as: TRG ADVISORY, INC. Service code 26 6500 SHERIDAN DRIVE, SUITE 110 · AMHERST, NY 14221 | Advisory (Participants) | $28,799 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $85,803 | $47,969+78.9% | $85,969-0.2% | $52,331+64.0% |
| Participation rate | 76.7% | 61.7%+15.0pp | 76.5%+0.2pp | 68.1%+8.6pp |
| Annual return | 7.96% | -0.13%+8.1pp | 9.32%-1.4pp | 4.54%+3.4pp |
| Employer contribution / active EE | $3,165 | $1,460+116.8% | $3,474-8.9% | $1,882+68.2% |
| Participant deferral / active EE | $4,457 | $2,110+111.2% | $3,829+16.4% | $3,022+47.5% |
| Admin fee / account holder | $259 | $530-51.1% | $6,053-95.7% | $592-56.2% |