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 |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: P&A RETIREMENT PLAN SERVICES, INC Service code 13 · EIN 16-1533601 | Contract Administrator | $7,575 |
INVESTMENT ANALYTICS2+ years Service code 17 1350 ONE M AND T PLAZA · BUFFALO, NY 14203 | Pension Consulting | $6,276 |
COURIER CAPITAL1 year Filed as: COURIER CAPITAL ADVISORS Service code 17 1114 DELAWARE AVE · BUFFALO, NY 14209 | Pension Consulting | $4,414 |
LAWLEY RETIREMENT ADVISORS LLC2+ years Filed as: LAWLEY COURIER ADVISORS Service code 17 361 DELAWARE AVE · BUFFALO, NY 14202 | Pension Consulting | $2,966 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,113 | $43,423-39.9% | $78,689-66.8% | $55,167-52.7% |
| Participation rate | 62.3% | 68.0%-5.8pp | 73.6%-11.3pp | 69.0%-6.7pp |
| Annual return | 4.09% | 11.53%-7.4pp | 62.18%-58.1pp | 169.23%-165.1pp |
| Employer contribution / active EE | $339 | $1,997-83.0% | $2,851-88.1% | $1,963-82.7% |
| Participant deferral / active EE | $1,201 | $2,509-52.1% | $3,517-65.8% | $3,054-60.7% |
| Admin fee / account holder | $295 | $416-29.1% | $4,510-93.5% | $504-41.5% |