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 | $1,954 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,924 | $69,477+147.5% | $94,646+81.6% | $71,457+140.6% |
| Participation rate | 88.4% | 78.4%+9.9pp | 80.8%+7.5pp | 67.9%+20.4pp |
| Annual return | 15.48% | 29.66%-14.2pp | 156.71%-141.2pp | 28.85%-13.4pp |
| Employer contribution / active EE | $4,843 | $2,853+69.8% | $3,672+31.9% | $2,588+87.2% |
| Participant deferral / active EE | $6,507 | $7,345-11.4% | $7,418-12.3% | $4,289+51.7% |
| Admin fee / account holder | $1,041 | $1,210-13.9% | $7,231-85.6% | $1,587-34.4% |