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 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% |