Filed November 8, 1999
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 |
|---|---|---|
HICKS PENSION SERVICES1+ years Service code 14 · EIN 77-0155091 | Plan Administrator | $0 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $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 | $102,819 | $50,464+103.7% | $75,781+35.7% | $52,331+96.5% |
| Participation rate | 92.5% | 66.8%+25.7pp | 75.8%+16.7pp | 68.1%+24.4pp |
| Annual return | -0.19% | 1.03%-1.2pp | 9.68%-9.9pp | 4.54%-4.7pp |
| Employer contribution / active EE | $2,447 | $1,988+23.1% | $3,323-26.4% | $1,882+30.0% |
| Participant deferral / active EE | $7,964 | $2,570+209.8% | $3,651+118.1% | $3,022+163.5% |
| Admin fee / account holder | $0 | $1,103-100.0% | $5,299-100.0% | $592-100.0% |