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 |
|---|---|---|
WATERFORD ADVISORS3 years Service code 27 6225 SHERIDAN DRIVE, SUITE 214 · WILLIAMSVILLE, NY 14221 | Advisory (Plan) | $26,601 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,946 |
Filed as: P&A RETIREMENT PLAN SERVICES, INC Service code 13 | Contract Administrator | $10,640 |
Filed as: P & A RETIREMENT PLAN SERVICES, INC Service code 13 17 COURT STREET, SUITE 500 · BUFFALO, NY 14202 | Contract Administrator | $560 |
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 | $92,215 | $89,652+2.9% | $141,162-34.7% | $65,185+41.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 23.04% | 32.79%-9.8pp | 71.39%-48.4pp | 29.38%-6.3pp |
| Employer contribution / active EE | $2,407 | $3,065-21.5% | $4,735-49.2% | $2,177+10.6% |
| Participant deferral / active EE | $6,709 | $5,691+17.9% | $6,7090% | $3,514+90.9% |
| Admin fee / account holder | $137 | $569-75.8% | $10,261-98.7% | $847-83.8% |