Filed May 15, 2013
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 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $620 |
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 | $96,636 | $79,523+21.5% | $140,016-31.0% | $56,287+71.7% |
| Participation rate | 98.2% | 85.7%+12.5pp | 87.5%+10.7pp | 69.9%+28.3pp |
| Annual return | -3.60% | 2.39%-6.0pp | 651.12%-654.7pp | -9.96%+6.4pp |
| Employer contribution / active EE | $4,308 | $3,350+28.6% | $5,606-23.1% | $2,111+104.1% |
| Participant deferral / active EE | $4,132 | $5,129-19.4% | $6,927-40.3% | $3,350+23.4% |
| Admin fee / account holder | $94 | $614-84.7% | $10,705-99.1% | $521-82.0% |