Filed July 29, 1999 (most recent of 2 filings on file)
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 | $670 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,659 | $38,969-11.1% | $109,313-68.3% | $55,167-37.2% |
| Participation rate | 43.1% | 58.2%-15.2pp | 71.3%-28.2pp | 69.0%-25.9pp |
| Annual return | 8.20% | 8.26%-0.1pp | 22.07%-13.9pp | 169.23%-161.0pp |
| Employer contribution / active EE | $467 | $1,227-62.0% | $3,892-88.0% | $1,963-76.2% |
| Participant deferral / active EE | $1,210 | $2,176-44.4% | $3,166-61.8% | $3,054-60.4% |
| Admin fee / account holder | $144 | $501-71.3% | $5,666-97.5% | $504-71.5% |