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 | $1,246 |
Participant contribution per participant 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 | $56,810 | $81,474-30.3% | $133,956-57.6% | $73,488-22.7% |
| Participation rate | 99.3% | 76.4%+22.9pp | 79.8%+19.4pp | 70.7%+28.6pp |
| Annual return | 13.28% | 19.40%-6.1pp | 45.09%-31.8pp | 28.51%-15.2pp |
| Employer contribution / active EE | $2,147 | $2,209-2.8% | $3,919-45.2% | $2,270-5.4% |
| Participant deferral / active EE | $1,937 | $3,786-48.8% | $5,048-61.6% | $3,740-48.2% |
| Admin fee / account holder | $64 | $713-91.0% | $8,927-99.3% | $513-87.5% |