Filed November 3, 2013
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 14201 | Recordkeeping | $3,174 |
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 | $70,465 | $86,332-18.4% | $125,175-43.7% | $65,185+8.1% |
| Participation rate | 78.3% | 75.3%+3.0pp | 79.8%-1.4pp | 70.2%+8.1pp |
| Annual return | 20.41% | 27.43%-7.0pp | 43.79%-23.4pp | 29.38%-9.0pp |
| Employer contribution / active EE | $1,884 | $2,040-7.6% | $3,865-51.2% | $2,177-13.4% |
| Participant deferral / active EE | $3,587 | $3,537+1.4% | $4,937-27.3% | $3,514+2.1% |
| Admin fee / account holder | $29 | $609-95.2% | $9,702-99.7% | $847-96.5% |