Filed December 31, 1992
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 | $64 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $55,510 | $98,982-43.9% | $162,163-65.8% | $65,185-14.8% |
| Participation rate | 83.5% | 85.8%-2.3pp | 87.6%-4.1pp | 70.2%+13.3pp |
| Annual return | 20.87% | 24.84%-4.0pp | 115.59%-94.7pp | 29.38%-8.5pp |
| Employer contribution / active EE | $1,079 | $3,467-68.9% | $5,614-80.8% | $2,177-50.4% |
| Participant deferral / active EE | $2,479 | $5,384-54.0% | $7,298-66.0% | $3,514-29.5% |
| Admin fee / account holder | $335 | $596-43.9% | $10,843-96.9% | $847-60.5% |