Filed June 25, 2010
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 | $180 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,577 | $46,072-33.6% | $70,014-56.3% | $55,167-44.6% |
| Participation rate | 73.1% | 67.5%+5.7pp | 71.8%+1.3pp | 69.0%+4.1pp |
| Annual return | 9.94% | 8.68%+1.3pp | 12.99%-3.1pp | 169.23%-159.3pp |
| Employer contribution / active EE | $660 | $1,500-56.0% | $2,338-71.8% | $1,963-66.4% |
| Participant deferral / active EE | $1,397 | $2,344-40.4% | $2,931-52.3% | $3,054-54.3% |
| Admin fee / account holder | $2 | $428-99.6% | $4,380-100.0% | $504-99.6% |