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 | $2,784 |
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 | $51,999 | $155,795-66.6% | $136,294-61.8% | $69,631-25.3% |
| Participation rate | 90.7% | 75.2%+15.5pp | 81.9%+8.8pp | 70.7%+20.1pp |
| Annual return | 18.53% | 232464.33%-232445.8pp | 5155.94%-5137.4pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $746 | $2,991-75.1% | $4,695-84.1% | $2,032-63.3% |
| Participant deferral / active EE | $6,412 | $5,394+18.9% | $6,247+2.6% | $3,224+98.9% |
| Admin fee / account holder | $39 | $128-69.6% | $9,243-99.6% | $110-64.7% |