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 | $710 |
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 | $34,566 | $44,221-21.8% | $121,196-71.5% | $56,287-38.6% |
| Participation rate | 51.4% | 61.1%-9.7pp | 71.7%-20.4pp | 69.9%-18.5pp |
| Annual return | -5.62% | -3.58%-2.0pp | 16.93%-22.5pp | -9.96%+4.3pp |
| Employer contribution / active EE | $551 | $1,480-62.8% | $4,022-86.3% | $2,111-73.9% |
| Participant deferral / active EE | $1,423 | $2,521-43.6% | $3,344-57.5% | $3,350-57.5% |
| Admin fee / account holder | $160 | $480-66.6% | $5,019-96.8% | $521-69.2% |