See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,169 |
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 | $76,496 | $42,548+79.8% | $74,550+2.6% | $56,287+35.9% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.1%+30.9pp | 69.9%+30.1pp |
| Annual return | -7.14% | 12.40%-19.5pp | 32.53%-39.7pp | -9.96%+2.8pp |
| Employer contribution / active EE | $3,101 | $855+262.6% | $1,961+58.1% | $2,111+46.9% |
| Participant deferral / active EE | $4,894 | $2,277+114.9% | $3,108+57.5% | $3,350+46.1% |
| Admin fee / account holder | $61 | $467-87.0% | $5,060-98.8% | $521-88.3% |