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 | $504 |
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 | $32,903 | $50,637-35.0% | $86,590-62.0% | $62,292-47.2% |
| Participation rate | 93.6% | 67.9%+25.7pp | 73.5%+20.1pp | 69.5%+24.1pp |
| Annual return | 17.66% | 20.80%-3.1pp | 964.84%-947.2pp | 28.90%-11.2pp |
| Employer contribution / active EE | $1,340 | $2,075-35.5% | $2,839-52.8% | $2,042-34.4% |
| Participant deferral / active EE | $2,495 | $2,611-4.5% | $3,609-30.9% | $3,169-21.3% |
| Admin fee / account holder | $94 | $413-77.2% | $4,906-98.1% | $479-80.3% |