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 | $598 |
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 | $122,383 | $98,982+23.6% | $162,163-24.5% | $65,185+87.7% |
| Participation rate | 97.3% | 85.8%+11.5pp | 87.6%+9.7pp | 70.2%+27.1pp |
| Annual return | 20.06% | 24.84%-4.8pp | 115.59%-95.5pp | 29.38%-9.3pp |
| Employer contribution / active EE | $4,415 | $3,467+27.3% | $5,614-21.4% | $2,177+102.8% |
| Participant deferral / active EE | $4,040 | $5,384-25.0% | $7,298-44.6% | $3,514+15.0% |
| Admin fee / account holder | $17 | $596-97.1% | $10,843-99.8% | $847-98.0% |