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 SERVICES2+ 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 | $110,969 | $52,884+109.8% | $84,750+30.9% | $55,167+101.2% |
| Participation rate | 89.1% | 67.5%+21.6pp | 76.6%+12.6pp | 69.0%+20.2pp |
| Annual return | 8.20% | 18.03%-9.8pp | 22.78%-14.6pp | 169.23%-161.0pp |
| Employer contribution / active EE | $2,757 | $2,233+23.5% | $3,574-22.9% | $1,963+40.5% |
| Participant deferral / active EE | $8,024 | $2,644+203.5% | $3,712+116.2% | $3,054+162.7% |
| Admin fee / account holder | $13 | $581-97.8% | $5,332-99.8% | $504-97.5% |