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 | $112 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,992 | $121,341-38.2% | $189,513-60.4% | $79,386-5.5% |
| Participation rate | 85.6% | 86.1%-0.5pp | 87.8%-2.2pp | 70.7%+14.9pp |
| Annual return | 15.00% | 21.08%-6.1pp | 555.15%-540.2pp | 116.85%-101.9pp |
| Employer contribution / active EE | $1,221 | $3,915-68.8% | $6,162-80.2% | $2,427-49.7% |
| Participant deferral / active EE | $2,881 | $6,395-55.0% | $8,221-65.0% | $4,046-28.8% |
| Admin fee / account holder | $438 | $651-32.7% | $12,045-96.4% | $626-30.0% |