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 | $2,062 |
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 | $76,430 | $86,655-11.8% | $119,609-36.1% | $66,914+14.2% |
| Participation rate | 82.4% | 75.6%+6.8pp | 79.3%+3.1pp | 69.8%+12.5pp |
| Annual return | -18.39% | -8.00%-10.4pp | -14.97%-3.4pp | 1.58%-20.0pp |
| Employer contribution / active EE | $2,147 | $2,536-15.3% | $4,232-49.3% | $2,544-15.6% |
| Participant deferral / active EE | $3,904 | $4,358-10.4% | $5,602-30.3% | $4,237-7.9% |
| Admin fee / account holder | $32 | $755-95.8% | $10,323-99.7% | $593-94.7% |