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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,132 | $130,194+5.3% | $169,993-19.3% | $71,457+91.9% |
| Participation rate | 93.8% | 86.1%+7.7pp | 87.0%+6.8pp | 67.9%+25.9pp |
| Annual return | 18.62% | 20.37%-1.7pp | 53.37%-34.8pp | 28.85%-10.2pp |
| Employer contribution / active EE | $5,208 | $4,381+18.9% | $6,785-23.2% | $2,588+101.3% |
| Participant deferral / active EE | $4,407 | $6,923-36.3% | $10,408-57.7% | $4,289+2.8% |
| Admin fee / account holder | $170 | $966-82.4% | $12,815-98.7% | $1,587-89.3% |