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 | $1,340 |
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 | $47,402 | $71,192-33.4% | $117,854-59.8% | $62,292-23.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 14.41% | 18.66%-4.2pp | 335.08%-320.7pp | 28.90%-14.5pp |
| Employer contribution / active EE | $2,043 | $1,934+5.6% | $3,786-46.0% | $2,0420% |
| Participant deferral / active EE | $1,980 | $3,189-37.9% | $4,482-55.8% | $3,169-37.5% |
| Admin fee / account holder | $65 | $587-88.9% | $8,020-99.2% | $479-86.5% |