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 |
|---|---|---|
UNIFIED TRUST COMPANY, N.A.2+ years Service code 21 · EIN 61-1381380 | Bank Trustee | $51,685 |
APFS WEALTH MANAGEMENT2+ years Service code 27 · EIN 16-1462987 350 LINDEN OAKS, SUITE 140 · ROCHESTER, NY 14625 | Advisory (Plan) | $47,642 |
Service code 10 5214 MAIN ST., SUITE 200 · WILLIAMSVILLE, NY 14221 | Accounting | $16,800 |
Filed as: TEAMSTERS LOCAL 264 Service code 14 35 TYROL DRIVE · CHEEKTOWAGA, NY 14227 | Plan Administrator | $15,091 |
LIPSITZ GREEN SCIME & CAMBRIA2+ years Filed as: LIPSITZ GREEN SCIME CAMBRIA, LLP Service code 29 · EIN 16-0905097 | Legal | $5,015 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,259 | $50,106-25.6% | $70,014-46.8% | $57,658-35.4% |
| Participation rate | 84.2% | 70.9%+13.3pp | 71.8%+12.4pp | 70.2%+14.0pp |
| Annual return | 10.55% | 14.58%-4.0pp | 12.99%-2.4pp | 5.13%+5.4pp |
| Employer contribution / active EE | $1,029 | $1,739-40.8% | $2,338-56.0% | $1,974-47.9% |
| Participant deferral / active EE | $788 | $2,486-68.3% | $2,931-73.1% | $3,061-74.3% |
| Admin fee / account holder | $183 | $89+105.6% | $4,380-95.8% | $95+94.0% |