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 | $426 |
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 | $25,102 | $44,873-44.1% | $79,464-68.4% | $56,287-55.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | -1.17% | 0.81%-2.0pp | 718.14%-719.3pp | -9.96%+8.8pp |
| Employer contribution / active EE | $1,377 | $2,140-35.7% | $2,800-50.8% | $2,111-34.8% |
| Participant deferral / active EE | $2,358 | $2,746-14.1% | $3,704-36.3% | $3,350-29.6% |
| Admin fee / account holder | $74 | $418-82.3% | $5,113-98.6% | $521-85.8% |