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 |
|---|---|---|
TRG ADVISORS, INC.2+ years Filed as: TRG ADVISORY, INC. Service code 26 6500 SHERIDAN DRIVE, SUITE 110 · AMHERST, NY 14221 | Advisory (Participants) | $30,255 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: P & A RETIREMENT PLAN SERVICES, INC Service code 64 17 COURT STREET, SUITE 500 · BUFFALO, NY 14202 | Recordkeeping Fees | $27,438 |
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 | $89,342 | $50,643+76.4% | $106,619-16.2% | $55,167+61.9% |
| Participation rate | 76.9% | 65.6%+11.3pp | 78.0%-1.1pp | 69.0%+7.9pp |
| Annual return | 8.63% | 7.02%+1.6pp | 9.42%-0.8pp | 169.23%-160.6pp |
| Employer contribution / active EE | $3,253 | $1,626+100.1% | $3,947-17.6% | $1,963+65.7% |
| Participant deferral / active EE | $4,643 | $2,208+110.3% | $3,930+18.1% | $3,054+52.0% |
| Admin fee / account holder | $244 | $488-49.9% | $6,418-96.2% | $504-51.5% |