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 INC4+ years Filed as: M&T SECURITIES Service code 27 · EIN 16-1263079 | Advisory (Plan) | $40,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,201 |
BONADIO & CO., LLP3 years Service code 10 · EIN 16-1131146 | Accounting | $9,500 |
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 | $80,032 | $37,196+115.2% | $154,107-48.1% | $55,725+43.6% |
| Participation rate | 87.9% | 64.1%+23.8pp | 83.0%+4.9pp | 70.9%+17.1pp |
| Annual return | -4.71% | 1319.68%-1324.4pp | 735.12%-739.8pp | 244.93%-249.6pp |
| Employer contribution / active EE | $4,384 | $1,614+171.6% | $5,298-17.3% | $2,078+110.9% |
| Participant deferral / active EE | $3,775 | $2,068+82.5% | $5,081-25.7% | $3,356+12.5% |
| Admin fee / account holder | $99 | $102-2.9% | $13,411-99.3% | $115-14.4% |