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 | $96 |
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 | $65,528 | $102,553-36.1% | $151,611-56.8% | $66,914-2.1% |
| Participation rate | 85.0% | 85.5%-0.5pp | 87.5%-2.5pp | 69.8%+15.2pp |
| Annual return | -16.83% | -10.82%-6.0pp | 3.33%-20.2pp | 1.58%-18.4pp |
| Employer contribution / active EE | $1,366 | $4,180-67.3% | $6,166-77.8% | $2,544-46.3% |
| Participant deferral / active EE | $3,224 | $6,641-51.5% | $8,363-61.5% | $4,237-23.9% |
| Admin fee / account holder | $429 | $630-31.8% | $11,616-96.3% | $593-27.6% |