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 | $1,270 |
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 | $45,506 | $66,302-31.4% | $110,238-58.7% | $56,287-19.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | -7.59% | -1.18%-6.4pp | 314.74%-322.3pp | -9.96%+2.4pp |
| Employer contribution / active EE | $2,111 | $2,047+3.1% | $3,826-44.8% | $2,1110% |
| Participant deferral / active EE | $2,191 | $3,381-35.2% | $4,672-53.1% | $3,350-34.6% |
| Admin fee / account holder | $70 | $698-90.0% | $8,547-99.2% | $521-86.6% |