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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES6+ years Filed as: P & A RETIREMENT PLAN SERVICES, INC Service code 13 17 COURT STREET, SUITE 500 · BUFFALO, NY 14202 | Contract Administrator | $12,112 |
TRG ADVISORS, INC.6+ years Service code 26 500 CORPORATE PARKWAY, SUITE 108 · AMHERST, NY 14226 | Advisory (Participants) | $10,333 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,824 | $58,879+105.2% | $178,490-32.3% | $73,488+64.4% |
| Participation rate | 94.8% | 66.2%+28.6pp | 81.9%+12.9pp | 70.7%+24.1pp |
| Annual return | 14.11% | 24.86%-10.8pp | 151.07%-137.0pp | 28.51%-14.4pp |
| Employer contribution / active EE | $2,662 | $2,236+19.0% | $5,011-46.9% | $2,270+17.3% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $68 | $400-83.1% | $13,984-99.5% | $513-86.8% |