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 |
|---|---|---|
QCI ASSET MANAGEMENT6+ years Service code 21 · EIN 16-1045618 40A GROVE · PITTSFORD, NY 14534 | Bank Trustee | $39,229 |
Filed as: PINNACLE ADVISORY Service code 21 | Bank Trustee | $22,447 |
COBBLESTONE CAPITAL ADVISORS6+ years Service code 21 | Bank Trustee | $14,925 |
FLAHERTY SALMIN, LLP6+ years Service code 10 2300 BUFFALO ROAD, BLDG. 200 · ROCHESTER, NY 14624 | Accounting | $12,450 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,440 | $73,638+180.3% | $95,952+115.2% | $73,488+180.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 12.87% | 16.78%-3.9pp | 91.61%-78.7pp | 28.51%-15.6pp |
| Employer contribution / active EE | $9,239 | $1,863+395.9% | $2,541+263.6% | $2,270+307.0% |
| Participant deferral / active EE | $3,579 | $3,617-1.0% | $4,167-14.1% | $3,740-4.3% |
| Admin fee / account holder | $808 | $482+67.7% | $6,795-88.1% | $513+57.5% |