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 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $128,147 | $70,002+83.1% | $115,037+11.4% | $52,331+144.9% |
| Participation rate | 68.6% | 72.1%-3.5pp | 81.4%-12.8pp | 68.1%+0.5pp |
| Annual return | 0.62% | 4.04%-3.4pp | 26.14%-25.5pp | 4.54%-3.9pp |
| Employer contribution / active EE | $1,525 | $2,715-43.8% | $4,608-66.9% | $1,882-18.9% |
| Participant deferral / active EE | $5,545 | $4,920+12.7% | $6,026-8.0% | $3,022+83.5% |
| Admin fee / account holder | $132 | $566-76.7% | $8,175-98.4% | $592-77.7% |