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 |
|---|---|---|
Filed as: LAWLEY RETIREMENT ADVISORS, LLC Service code 27 · EIN 27-4034238 361 DELAWARE AVE. · BUFFALO, NY 14202 | Advisory (Plan) | $35,000 |
ACTUARIAL BENEFITS CORP6 years Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 13 · EIN 16-1186135 200 JOHN JAMES AUDUBON PKWY · AMHERST, NY 14221 | Contract Administrator | $15,034 |
NATIONWIDE10+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $8,082 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,688 | $61,058+10.9% | $71,209-4.9% | $85,563-20.9% |
| Participation rate | 76.3% | 58.6%+17.8pp | 73.8%+2.6pp | 66.0%+10.4pp |
| Annual return | 12.46% | 100.41%-87.9pp | 282.51%-270.1pp | 31.51%-19.1pp |
| Employer contribution / active EE | $279 | $2,199-87.3% | $2,721-89.8% | $2,654-89.5% |
| Participant deferral / active EE | $4,363 | $3,173+37.5% | $4,175+4.5% | $4,375-0.3% |
| Admin fee / account holder | $159 | $855-81.4% | $5,349-97.0% | $834-80.9% |