Filed May 27, 1999
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 |
|---|---|---|
SECURITIES AMERICA INC1+ years Filed as: M&T SECURITIES Service code 27 ATTN VICKIE KARZ/COMMISSIONS · BUFFALO, NY 14202 | Advisory (Plan) | $40,000 |
BONADIO & CO., LLP1+ years Filed as: BONADIO & CO, LLP Service code 16 · EIN 16-1131146 | Consulting | $7,545 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,850 |
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 | $64,155 | $37,117+72.8% | $147,614-56.5% | $55,191+16.2% |
| Participation rate | 97.2% | 63.6%+33.6pp | 84.6%+12.6pp | 69.2%+28.1pp |
| Annual return | 0.15% | 3.44%-3.3pp | 61.98%-61.8pp | 10.78%-10.6pp |
| Employer contribution / active EE | $4,968 | $1,620+206.6% | $5,564-10.7% | $1,899+161.6% |
| Participant deferral / active EE | $3,551 | $1,985+78.9% | $4,895-27.5% | $3,046+16.6% |
| Admin fee / account holder | $84 | $86-1.9% | $11,611-99.3% | $91-7.5% |