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 | $2,450 |
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 | $101,792 | $81,474+24.9% | $133,956-24.0% | $73,488+38.5% |
| Participation rate | 78.7% | 76.4%+2.4pp | 79.8%-1.1pp | 70.7%+8.0pp |
| Annual return | 17.79% | 19.40%-1.6pp | 45.09%-27.3pp | 28.51%-10.7pp |
| Employer contribution / active EE | $1,781 | $2,209-19.4% | $3,919-54.6% | $2,270-21.6% |
| Participant deferral / active EE | $3,476 | $3,786-8.2% | $5,048-31.1% | $3,740-7.0% |
| Admin fee / account holder | $64 | $713-91.0% | $8,927-99.3% | $513-87.5% |