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.3+ years Filed as: TRG ADVISORY, INC. Service code 26 6500 SHERIDAN DRIVE, SUITE 110 · AMHERST, NY 14221 | Advisory (Participants) | $42,481 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: P & A RETIREMENT PLAN SERVICES, INC Service code 64 17 COURT STREET, SUITE 500 · BUFFALO, NY 14202 | Recordkeeping Fees | $36,823 |
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 | $108,247 | $54,390+99.0% | $117,039-7.5% | $69,631+55.5% |
| Participation rate | 80.1% | 58.5%+21.5pp | 77.2%+2.9pp | 70.7%+9.4pp |
| Annual return | 43.40% | 18.33%+25.1pp | 18.95%+24.5pp | 27571.02%-27527.6pp |
| Employer contribution / active EE | $3,021 | $1,357+122.7% | $3,785-20.2% | $2,032+48.7% |
| Participant deferral / active EE | $4,289 | $2,076+106.6% | $3,929+9.1% | $3,224+33.0% |
| Admin fee / account holder | $276 | $98+182.6% | $5,974-95.4% | $110+150.2% |