Filed September 25, 1996
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 |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: P & A RETIREMENT PLAN SERVICES, INC Service code 13 17 COURT STREET, SUITE 500 · BUFFALO, NY 14202 | Contract Administrator | $7,495 |
TRG ADVISORS, INC.2+ years Service code 26 6500 SHERIDAN DR, SUITE 110 · WILLIAMSVILLE, NY 14221 | Advisory (Participants) | $6,212 |
TIAA2+ years Filed as: TIAA- TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $37 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $89,614 | $46,732+91.8% | $156,549-42.8% | $55,167+62.4% |
| Participation rate | 95.5% | 65.8%+29.7pp | 84.0%+11.4pp | 69.0%+26.5pp |
| Annual return | 8.44% | 17.72%-9.3pp | 32.23%-23.8pp | 169.23%-160.8pp |
| Employer contribution / active EE | $8,796 | $2,105+317.9% | $5,501+59.9% | $1,963+348.2% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $42 | $418-90.0% | $13,027-99.7% | $504-91.7% |