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 |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $835 |
Filed as: RELIANT INVESTMENT MANAGEMENT Service code 26 1715 AARON BRENNER DRIVE · MEMPHIS, TN 38120 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $105,859 | $44,221+139.4% | $121,196-12.7% | $56,287+88.1% |
| Participation rate | 99.1% | 61.1%+38.0pp | 71.7%+27.3pp | 69.9%+29.2pp |
| Annual return | -3.35% | -3.58%+0.2pp | 16.93%-20.3pp | -9.96%+6.6pp |
| Employer contribution / active EE | $2,876 | $1,480+94.4% | $4,022-28.5% | $2,111+36.3% |
| Participant deferral / active EE | $5,367 | $2,521+112.9% | $3,344+60.5% | $3,350+60.2% |
| Admin fee / account holder | $461 | $480-4.1% | $5,019-90.8% | $521-11.6% |