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 INC5+ years Filed as: M&T SECURITIES Service code 27 · EIN 16-1263079 | Advisory (Plan) | $53,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,153 |
BONADIO & CO., LLP4 years Service code 10 · EIN 16-1131146 | Accounting | $12,600 |
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 | $95,470 | $62,928+51.7% | $172,739-44.7% | $67,579+41.3% |
| Participation rate | 87.7% | 64.5%+23.2pp | 82.6%+5.0pp | 71.3%+16.4pp |
| Annual return | 22.33% | 30.36%-8.0pp | 802.84%-780.5pp | 378.56%-356.2pp |
| Employer contribution / active EE | $4,236 | $1,636+158.9% | $5,143-17.6% | $2,148+97.2% |
| Participant deferral / active EE | $3,765 | $2,145+75.5% | $5,198-27.6% | $3,539+6.4% |
| Admin fee / account holder | $114 | $167-31.8% | $13,954-99.2% | $142-20.1% |