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 |
|---|---|---|
LAWLEY RETIREMENT ADVISORS LLC1+ years Filed as: LAWLEY COURIER ADVISORS Service code 17 361 DELAWARE AVE · BUFFALO, NY 14202 | Pension Consulting | $7,179 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: P&A RETIREMENT PLAN SERVICES, INC Service code 13 · EIN 16-1533601 | Contract Administrator | $6,611 |
INVESTMENT ANALYTICS1+ years Service code 17 1350 ONE M AND T PLAZA · BUFFALO, NY 14203 | Pension Consulting | $6,042 |
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 | $21,699 | $41,854-48.2% | $73,843-70.6% | $52,331-58.5% |
| Participation rate | 58.5% | 66.2%-7.7pp | 73.4%-14.9pp | 68.1%-9.6pp |
| Annual return | 1.04% | 2.11%-1.1pp | 2267.84%-2266.8pp | 4.54%-3.5pp |
| Employer contribution / active EE | $298 | $1,920-84.5% | $2,787-89.3% | $1,882-84.2% |
| Participant deferral / active EE | $1,082 | $2,498-56.7% | $3,583-69.8% | $3,022-64.2% |
| Admin fee / account holder | $245 | $493-50.3% | $4,880-95.0% | $592-58.6% |