Filed August 3, 2006
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 | $1,148 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,778 | $57,108-35.6% | $94,224-61.0% | $52,331-29.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | -1.80% | 1.47%-3.3pp | 10.68%-12.5pp | 4.54%-6.3pp |
| Employer contribution / active EE | $2,178 | $1,735+25.5% | $3,587-39.3% | $1,882+15.8% |
| Participant deferral / active EE | $1,645 | $3,040-45.9% | $4,320-61.9% | $3,022-45.6% |
| Admin fee / account holder | $58 | $546-89.5% | $6,269-99.1% | $592-90.3% |