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 | $152,624 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $87,852 | $86,225+1.9% | $146,665-40.1% | $86,799+1.2% |
| Participation rate | 94.2% | 78.0%+16.2pp | 80.1%+14.1pp | 72.3%+21.9pp |
| Annual return | 26.80% | 31.23%-4.4pp | 22.74%+4.1pp | 97.91%-71.1pp |
| Employer contribution / active EE | $6,117 | $2,392+155.7% | $4,136+47.9% | $2,405+154.3% |
| Participant deferral / active EE | $2,683 | $4,245-36.8% | $5,506-51.3% | $4,131-35.1% |
| Admin fee / account holder | $249 | $195+27.5% | $10,280-97.6% | $170+46.9% |