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 | $2,495 |
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 | $29,579 | $66,124-55.3% | $90,404-67.3% | $73,488-59.7% |
| Participation rate | 97.5% | 69.7%+27.9pp | 72.7%+24.9pp | 70.7%+26.9pp |
| Annual return | 16.41% | 17.65%-1.2pp | 1293.02%-1276.6pp | 28.51%-12.1pp |
| Employer contribution / active EE | $1,921 | $2,346-18.1% | $3,262-41.1% | $2,270-15.4% |
| Participant deferral / active EE | $2,095 | $3,039-31.1% | $3,963-47.1% | $3,740-44.0% |
| Admin fee / account holder | $205 | $396-48.3% | $5,611-96.4% | $513-60.1% |