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 SERVICES4+ years Filed as: P & A RETIREMENT PLAN SERVICES, INC Service code 64 17 COURT STREET · BUFFALO, NY 14202 | Recordkeeping Fees | $39,961 |
TRG ADVISORS, INC.1 year Filed as: TRG ADVISORY, INC Service code 26 6500 SHERIDAN DRIVE · AMHERST, NY 14221 | Advisory (Participants) | $36,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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 | $119,295 | $107,440+11.0% | $105,738+12.8% | $55,725+114.1% |
| Participation rate | 80.2% | 55.5%+24.7pp | 76.3%+3.9pp | 70.9%+9.4pp |
| Annual return | -0.77% | -0.59%-0.2pp | 6.27%-7.0pp | 244.93%-245.7pp |
| Employer contribution / active EE | $3,467 | $1,448+139.4% | $3,268+6.1% | $2,078+66.8% |
| Participant deferral / active EE | $4,891 | $2,171+125.3% | $4,080+19.9% | $3,356+45.7% |
| Admin fee / account holder | $277 | $283-2.2% | $6,913-96.0% | $115+140.6% |