Filed April 11, 2012
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 142010600 | Recordkeeping | $1,958 |
GILBERT & CALABRESE, LLC3+ years Service code 10 · EIN 27-0249502 181 ROUTE 206 · FLANDERS, NJ 07836 | Accounting | $0 |
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 | $71,252 | $155,795-54.3% | $136,294-47.7% | $69,631+2.3% |
| Participation rate | 98.1% | 75.2%+22.9pp | 81.9%+16.2pp | 70.7%+27.4pp |
| Annual return | 21.18% | 232464.33%-232443.2pp | 5155.94%-5134.8pp | 27571.02%-27549.8pp |
| Employer contribution / active EE | $6,399 | $2,991+113.9% | $4,695+36.3% | $2,032+214.9% |
| Participant deferral / active EE | $10,359 | $5,394+92.1% | $6,247+65.8% | $3,224+221.3% |
| Admin fee / account holder | $34 | $128-73.8% | $9,243-99.6% | $110-69.6% |