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 13-3646501 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,338 | $46,297-36.6% | $71,671-59.1% | $62,292-52.9% |
| Participation rate | 35.2% | 60.6%-25.5pp | 68.7%-33.6pp | 69.5%-34.3pp |
| Annual return | 13.73% | 22.32%-8.6pp | 20.65%-6.9pp | 28.90%-15.2pp |
| Employer contribution / active EE | $458 | $1,412-67.5% | $2,460-81.4% | $2,042-77.6% |
| Participant deferral / active EE | $1,533 | $2,235-31.4% | $3,438-55.4% | $3,169-51.6% |
| Admin fee / account holder | $286 | $461-37.9% | $5,558-94.9% | $479-40.3% |