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 | $530 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,932 | $121,341+19.4% | $189,513-23.5% | $79,386+82.6% |
| Participation rate | 98.0% | 86.1%+11.9pp | 87.8%+10.2pp | 70.7%+27.3pp |
| Annual return | 11.97% | 21.08%-9.1pp | 555.15%-543.2pp | 116.85%-104.9pp |
| Employer contribution / active EE | $4,875 | $3,915+24.5% | $6,162-20.9% | $2,427+100.8% |
| Participant deferral / active EE | $4,348 | $6,395-32.0% | $8,221-47.1% | $4,046+7.5% |
| Admin fee / account holder | $180 | $651-72.4% | $12,045-98.5% | $626-71.3% |