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 | $109,972 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,488 | $71,142+1.9% | $119,609-39.4% | $64,808+11.9% |
| Participation rate | 93.8% | 78.6%+15.2pp | 79.3%+14.6pp | 71.5%+22.4pp |
| Annual return | -0.07% | -10.01%+9.9pp | -14.97%+14.9pp | 32.82%-32.9pp |
| Employer contribution / active EE | $2,941 | $2,497+17.8% | $4,232-30.5% | $2,506+17.4% |
| Participant deferral / active EE | $3,392 | $4,490-24.5% | $5,602-39.5% | $4,310-21.3% |
| Admin fee / account holder | $211 | $162+30.4% | $10,323-98.0% | $188+12.6% |