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 |
|---|---|---|
APFS WEALTH MANAGEMENT8+ years Service code 27 · EIN 16-1462987 350 LINDEN OAKS, SUITE 140 · ROCHESTER, NY 14625 | Advisory (Plan) | $77,858 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN TRUST COMPANY Service code 21 · EIN 62-0951563 | Bank Trustee | $62,853 |
Filed as: TEAMSTERS LOCAL 264 Service code 14 35 TYROL DRIVE · CHEEKTOWAGA, NY 14227 | Plan Administrator | $17,432 |
Service code 10 5214 MAIN ST., SUITE 200 · WILLIAMSVILLE, NY 14221 | Accounting | $12,500 |
Filed as: LIPSITZ GREEN SCRIME CAMBRIA, LLP Service code 29 42 DELAWARE AVENUE · BUFFALO, NY 14202 | Legal | $9,789 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,376 | $56,503-23.2% | $70,092-38.1% | $64,808-33.1% |
| Participation rate | 90.6% | 70.5%+20.1pp | 70.5%+20.1pp | 71.5%+19.1pp |
| Annual return | -12.64% | -13.44%+0.8pp | 190.73%-203.4pp | 32.82%-45.5pp |
| Employer contribution / active EE | $1,337 | $2,046-34.7% | $2,559-47.8% | $2,506-46.7% |
| Participant deferral / active EE | $1,091 | $3,389-67.8% | $3,849-71.7% | $4,310-74.7% |
| Admin fee / account holder | $225 | $160+40.2% | $6,267-96.4% | $188+19.7% |