Filed June 5, 2007 (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 |
|---|---|---|
DEBRA CAVEY1 year Filed as: DEBRA DONION Service code 27 ONE M AND T PLAZA · BUFFALO, NY 14203 | Advisory (Plan) | $38,132 |
MATRIX TRUST COMPANY1 year Service code 18 · EIN 75-3182674 | Custodial (securities); Distribution ... | $1,389 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $36 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,221 | $70,083-35.5% | $59,878-24.5% | $55,725-18.8% |
| Participation rate | 56.3% | 78.4%-22.0pp | 74.7%-18.4pp | 70.9%-14.5pp |
| Annual return | -3.93% | 3.13%-7.1pp | 3.46%-7.4pp | 244.93%-248.9pp |
| Employer contribution / active EE | $2,982 | $2,878+3.6% | $2,722+9.6% | $2,078+43.5% |
| Participant deferral / active EE | $1,093 | $3,079-64.5% | $3,402-67.9% | $3,356-67.4% |
| Admin fee / account holder | $74 | $70+4.9% | $3,590-97.9% | $115-35.9% |