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 |
|---|---|---|
WATERFORD ADVISORS4 years Service code 27 6225 SHERIDAN DRIVE, SUITE 214 · WILLIAMSVILLE, NY 14221 | Advisory (Plan) | $27,574 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,146 |
Filed as: P&A RETIREMENT PLAN SERVICES, INC Service code 13 | Contract Administrator | $11,648 |
Filed as: P & A RETIREMENT PLAN SERVICES, INC Service code 13 17 COURT STREET, SUITE 500 · BUFFALO, NY 14202 | Contract Administrator | $1,290 |
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 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 | $101,924 | $99,957+2.0% | $149,696-31.9% | $73,488+38.7% |
| Participation rate | 96.0% | 75.7%+20.3pp | 82.5%+13.6pp | 70.7%+25.4pp |
| Annual return | 12.14% | 53.87%-41.7pp | 276.60%-264.5pp | 28.51%-16.4pp |
| Employer contribution / active EE | $1,086 | $3,191-66.0% | $4,644-76.6% | $2,270-52.2% |
| Participant deferral / active EE | $7,952 | $6,073+31.0% | $6,842+16.2% | $3,740+112.7% |
| Admin fee / account holder | $341 | $551-38.1% | $9,309-96.3% | $513-33.5% |