Filed June 8, 2009
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 |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $486 |
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 | $30,189 | $43,423-30.5% | $78,689-61.6% | $55,167-45.3% |
| Participation rate | 88.6% | 68.0%+20.6pp | 73.6%+15.1pp | 69.0%+19.6pp |
| Annual return | 5.76% | 11.53%-5.8pp | 62.18%-56.4pp | 169.23%-163.5pp |
| Employer contribution / active EE | $1,267 | $1,997-36.6% | $2,851-55.6% | $1,963-35.4% |
| Participant deferral / active EE | $2,544 | $2,509+1.4% | $3,517-27.7% | $3,054-16.7% |
| Admin fee / account holder | $96 | $416-76.9% | $4,510-97.9% | $504-81.0% |