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 |
|---|---|---|
UNIFIED TRUST COMPANY, N.A.5+ years Service code 21 · EIN 61-1381380 | Bank Trustee | $63,495 |
APFS WEALTH MANAGEMENT5+ years Service code 27 · EIN 16-1462987 350 LINDEN OAKS, SUITE 140 · ROCHESTER, NY 14625 | Advisory (Plan) | $60,852 |
Service code 10 5214 MAIN ST., SUITE 200 · WILLIAMSVILLE, NY 14221 | Accounting | $9,900 |
Filed as: TEAMSTERS LOCAL 264 Service code 14 35 TYROL DRIVE · CHEEKTOWAGA, NY 14227 | Plan Administrator | $8,387 |
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 | $44,776 | $55,790-19.7% | $76,817-41.7% | $67,579-33.7% |
| Participation rate | 95.3% | 71.1%+24.2pp | 72.1%+23.2pp | 71.3%+24.0pp |
| Annual return | 18.17% | 64.45%-46.3pp | 1166.11%-1147.9pp | 378.56%-360.4pp |
| Employer contribution / active EE | $1,412 | $1,810-22.0% | $2,302-38.6% | $2,148-34.2% |
| Participant deferral / active EE | $1,196 | $2,875-58.4% | $3,336-64.2% | $3,539-66.2% |
| Admin fee / account holder | $200 | $159+26.0% | $6,420-96.9% | $142+40.9% |