Filed October 18, 2004
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 15 500 CORPORATE PKWY #108 · AMHERST, NY 14226 | Recordkeeping | $111,385 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $75,439 | $78,419-3.8% | $133,956-43.7% | $73,409+2.8% |
| Participation rate | 86.6% | 78.6%+8.0pp | 79.8%+6.7pp | 72.2%+14.4pp |
| Annual return | -5.55% | 33.35%-38.9pp | 45.09%-50.6pp | 59.29%-64.8pp |
| Employer contribution / active EE | $4,753 | $2,044+132.6% | $3,919+21.3% | $2,234+112.8% |
| Participant deferral / active EE | $2,862 | $3,925-27.1% | $5,048-43.3% | $3,805-24.8% |
| Admin fee / account holder | $270 | $161+67.2% | $8,927-97.0% | $158+70.8% |