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 | $1,927 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,992 | $93,182+6.2% | $146,665-32.5% | $79,386+24.7% |
| Participation rate | 85.3% | 76.4%+8.9pp | 80.1%+5.3pp | 70.7%+14.6pp |
| Annual return | 12.16% | 21.61%-9.5pp | 22.74%-10.6pp | 116.85%-104.7pp |
| Employer contribution / active EE | $2,334 | $2,420-3.5% | $4,136-43.6% | $2,427-3.8% |
| Participant deferral / active EE | $4,810 | $4,169+15.4% | $5,506-12.6% | $4,046+18.9% |
| Admin fee / account holder | $38 | $585-93.6% | $10,280-99.6% | $626-94.0% |