Filed May 5, 2005
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 | $1,908 |
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 | $144,619 | $58,320+148.0% | $86,436+67.3% | $66,914+116.1% |
| Participation rate | 95.1% | 78.6%+16.5pp | 80.3%+14.8pp | 69.8%+25.3pp |
| Annual return | -15.75% | -9.71%-6.0pp | 4394.89%-4410.6pp | 1.58%-17.3pp |
| Employer contribution / active EE | $4,786 | $2,615+83.0% | $3,769+27.0% | $2,544+88.1% |
| Participant deferral / active EE | $6,523 | $6,899-5.5% | $6,952-6.2% | $4,237+54.0% |
| Admin fee / account holder | $844 | $546+54.6% | $6,731-87.5% | $593+42.2% |