Filed August 26, 2014 (most recent of 3 filings on file)
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 RETIREMENT PLAN SERVICES · BUFFALO, NY 142010600 | Recordkeeping | $0 |
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 | $44,505 | $54,320-18.1% | $67,652-34.2% | $52,331-15.0% |
| Participation rate | 85.7% | 73.6%+12.1pp | 75.7%+10.1pp | 68.1%+17.6pp |
| Annual return | -1.09% | 6.81%-7.9pp | 6625.04%-6626.1pp | 4.54%-5.6pp |
| Employer contribution / active EE | $1,193 | $1,544-22.7% | $2,266-47.3% | $1,882-36.6% |
| Participant deferral / active EE | $3,580 | $2,950+21.4% | $3,560+0.6% | $3,022+18.5% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |