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 | $74 |
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 | $66,183 | $136,307-51.4% | $177,821-62.8% | $73,488-9.9% |
| Participation rate | 84.2% | 86.1%-1.9pp | 87.7%-3.5pp | 70.7%+13.5pp |
| Annual return | 17.42% | 18.68%-1.3pp | 48.32%-30.9pp | 28.51%-11.1pp |
| Employer contribution / active EE | $1,190 | $3,712-67.9% | $5,918-79.9% | $2,270-47.6% |
| Participant deferral / active EE | $2,785 | $5,829-52.2% | $7,714-63.9% | $3,740-25.5% |
| Admin fee / account holder | $359 | $596-39.7% | $12,427-97.1% | $513-30.0% |