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 SERVICES4+ years Filed as: P & A RETIREMENT PLAN SERVICES, INC Service code 13 17 COURT STREET, SUITE 500 · BUFFALO, NY 14202 | Contract Administrator | $11,733 |
TRG ADVISORS, INC.4+ years Service code 26 500 CORPORATE PARKWAY, SUITE 108 · AMHERST, NY 14226 | Advisory (Participants) | $9,273 |
TIAA4+ years Filed as: TIAA- TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $795 |
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 | $100,619 | $47,977+109.7% | $154,107-34.7% | $56,287+78.8% |
| Participation rate | 95.0% | 66.2%+28.8pp | 83.0%+11.9pp | 69.9%+25.1pp |
| Annual return | -4.67% | 3.54%-8.2pp | 735.12%-739.8pp | -9.96%+5.3pp |
| Employer contribution / active EE | $8,828 | $2,169+307.1% | $5,298+66.6% | $2,111+318.2% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $65 | $438-85.2% | $13,411-99.5% | $521-87.5% |