Filed June 19, 2012
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 | $1,554 |
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.
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 | $21,366 | $46,100-53.7% | $86,590-75.3% | $69,631-69.3% |
| Participation rate | 23.7% | 67.2%-43.4pp | 73.5%-49.8pp | 70.7%-46.9pp |
| Annual return | 15.09% | 21.02%-5.9pp | 964.84%-949.8pp | 27571.02%-27555.9pp |
| Employer contribution / active EE | $296 | $1,850-84.0% | $2,839-89.6% | $2,032-85.4% |
| Participant deferral / active EE | $513 | $2,432-78.9% | $3,609-85.8% | $3,224-84.1% |
| Admin fee / account holder | $132 | $94+40.5% | $4,906-97.3% | $110+19.3% |