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 INC6+ years Filed as: M&T SECURITIES Service code 27 · EIN 16-1263079 | Advisory (Plan) | $55,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,724 |
BONADIO & CO., LLP1 year Filed as: BONADIO & CO LLP Service code 10 · EIN 16-1131146 | Accounting | $12,750 |
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 | $109,730 | $52,293+109.8% | $178,490-38.5% | $73,409+49.5% |
| Participation rate | 88.7% | 65.3%+23.3pp | 81.9%+6.7pp | 72.2%+16.5pp |
| Annual return | 17.47% | 34.75%-17.3pp | 151.07%-133.6pp | 59.29%-41.8pp |
| Employer contribution / active EE | $4,450 | $1,735+156.4% | $5,011-11.2% | $2,234+99.2% |
| Participant deferral / active EE | $4,135 | $2,332+77.3% | $5,202-20.5% | $3,805+8.7% |
| Admin fee / account holder | $113 | $127-11.5% | $13,984-99.2% | $158-28.6% |