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 | $2,523 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,675 | $82,978-4.0% | $129,995-38.7% | $71,457+11.5% |
| Participation rate | 85.1% | 74.1%+11.1pp | 78.5%+6.6pp | 67.9%+17.2pp |
| Annual return | 20.53% | 20.60%-0.1pp | -137.18%+157.7pp | 28.85%-8.3pp |
| Employer contribution / active EE | $2,412 | $2,622-8.0% | $4,320-44.2% | $2,588-6.8% |
| Participant deferral / active EE | $4,378 | $4,432-1.2% | $5,820-24.8% | $4,289+2.1% |
| Admin fee / account holder | $41 | $1,729-97.6% | $10,614-99.6% | $1,587-97.4% |