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.
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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 |
|---|---|---|
WATERFORD ADVISORS8 years Service code 27 3858 N BUFFALO RD STE 2 · ORCHARD PARK, NY 14127 | Advisory (Plan) | $34,194 |
Filed as: EMPOWER LIFE & ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,006 |
VALIANT RETIRE INC.2 years Filed as: VALIANT RETIRE INC Service code 13 3454 ST RT 69 · PARISH, NY 13131 | Contract Administrator | $6,715 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $118,956 | $101,317+17.4% | $146,958-19.1% | $74,495+59.7% |
| Participation rate | 90.0% | 75.5%+14.5pp | 82.2%+7.8pp | 67.2%+22.8pp |
| Annual return | 12.67% | 8730.91%-8718.2pp | 418.34%-405.7pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $1,174 | $3,810-69.2% | $4,933-76.2% | $2,623-55.2% |
| Participant deferral / active EE | $8,640 | $7,303+18.3% | $8,070+7.1% | $4,346+98.8% |
| Admin fee / account holder | $407 | $1,739-76.6% | $12,998-96.9% | $1,942-79.0% |