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 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,360 | $102,553+19.3% | $151,611-19.3% | $66,914+82.9% |
| Participation rate | 96.0% | 85.5%+10.5pp | 87.5%+8.5pp | 69.8%+26.2pp |
| Annual return | -14.12% | -10.82%-3.3pp | 3.33%-17.5pp | 1.58%-15.7pp |
| Employer contribution / active EE | $4,766 | $4,180+14.0% | $6,166-22.7% | $2,544+87.3% |
| Participant deferral / active EE | $4,091 | $6,641-38.4% | $8,363-51.1% | $4,237-3.4% |
| Admin fee / account holder | $25 | $630-96.1% | $11,616-99.8% | $593-95.9% |