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 INC2+ years Filed as: M&T SECURITIES Service code 27 285 DELAWARE AVE STE 2000 · BUFFALO, NY 14202 | Advisory (Plan) | $40,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,826 |
BONADIO & CO., LLP1 year Service code 10 · EIN 16-1131146 | Accounting | $12,150 |
Form 5500 reported that benefits due were not provided when due.
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 | $75,748 | $36,916+105.2% | $156,549-51.6% | $57,658+31.4% |
| Participation rate | 97.4% | 63.4%+34.0pp | 84.0%+13.4pp | 70.2%+27.2pp |
| Annual return | 8.26% | 12.38%-4.1pp | 32.23%-24.0pp | 5.13%+3.1pp |
| Employer contribution / active EE | $5,127 | $1,571+226.5% | $5,501-6.8% | $1,974+159.8% |
| Participant deferral / active EE | $3,827 | $1,926+98.7% | $4,871-21.4% | $3,061+25.0% |
| Admin fee / account holder | $115 | $82+39.0% | $13,027-99.1% | $95+21.3% |