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 ADVISORS6 years Service code 27 3858 N BUFFALO RD STE 2 · ORCHARD PARK, NY 14127 | Advisory (Plan) | $27,500 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,887 |
Filed as: P & A RETIREMENT PLAN SERVICES, INC Service code 13 | Contract Administrator | $9,167 |
LINWOOD INVESTMENT ADVISORS2 years Service code 71 4455 GENESEE STREET SUITE 121 · BUFFALO, NY 14225 | Brokerage Fees | $8,613 |
Filed as: P & A RETIREMENT PLAN SERVICES INC Service code 13 17 COURT STREET, SUITE 300 · BUFFALO, NY 14202 | Contract Administrator | $1,330 |
TD AMERITRADE, INC.2 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,330 | $84,487+5.7% | $125,339-28.7% | $66,914+33.5% |
| Participation rate | 90.5% | 76.4%+14.1pp | 82.4%+8.1pp | 69.8%+20.7pp |
| Annual return | -15.69% | -8.39%-7.3pp | 572.05%-587.7pp | 1.58%-17.3pp |
| Employer contribution / active EE | $1,160 | $3,553-67.4% | $4,814-75.9% | $2,544-54.4% |
| Participant deferral / active EE | $7,852 | $6,781+15.8% | $7,446+5.4% | $4,237+85.3% |
| Admin fee / account holder | $368 | $685-46.3% | $10,010-96.3% | $593-38.0% |