Filed October 1, 2003
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 14201 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,888 | $65,223-68.0% | $80,019-73.9% | $55,725-62.5% |
| Participation rate | 58.6% | 80.6%-22.0pp | 75.8%-17.3pp | 70.9%-12.3pp |
| Annual return | -5.53% | 7.59%-13.1pp | 11.22%-16.7pp | 244.93%-250.5pp |
| Employer contribution / active EE | $755 | $2,544-70.3% | $2,468-69.4% | $2,078-63.7% |
| Participant deferral / active EE | $1,085 | $3,881-72.0% | $3,686-70.5% | $3,356-67.7% |
| Admin fee / account holder | $92 | $114-19.2% | $6,521-98.6% | $115-19.9% |