Filed December 2, 2011
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 142010600 | Recordkeeping | $1,552 |
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 | $40,776 | $80,177-49.1% | $123,892-67.1% | $57,658-29.3% |
| Participation rate | 85.3% | 74.4%+10.8pp | 81.4%+3.8pp | 70.2%+15.0pp |
| Annual return | 8.99% | 17.90%-8.9pp | 47.52%-38.5pp | 5.13%+3.9pp |
| Employer contribution / active EE | $912 | $2,913-68.7% | $4,617-80.3% | $1,974-53.8% |
| Participant deferral / active EE | $5,554 | $5,130+8.3% | $5,984-7.2% | $3,061+81.5% |
| Admin fee / account holder | $31 | $106-71.2% | $8,357-99.6% | $95-67.6% |