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 INC3+ years Filed as: M&T SECURITIES Service code 27 · EIN 16-1263079 285 DELAWARE AVE STE 2000 · BUFFALO, NY 14202 | Advisory (Plan) | $33,333 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,386 |
BONADIO & CO., LLP2 years Service code 10 · EIN 16-1131146 | Accounting | $9,475 |
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 | $88,870 | $46,173+92.5% | $170,442-47.9% | $69,631+27.6% |
| Participation rate | 99.0% | 63.9%+35.1pp | 83.6%+15.4pp | 70.7%+28.3pp |
| Annual return | 16.95% | 21.62%-4.7pp | 205.93%-189.0pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $4,870 | $1,610+202.5% | $5,433-10.4% | $2,032+139.7% |
| Participant deferral / active EE | $4,113 | $2,080+97.7% | $4,939-16.7% | $3,224+27.6% |
| Admin fee / account holder | $105 | $116-9.9% | $13,880-99.2% | $110-5.4% |