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 |
|---|---|---|
LANDMARK EQUITY ADVISORS LLC3 years Filed as: LANDMARK WEALTH MANAGEMENT Service code 26 2410 NORTH FOREST ROAD · GETZVILLE, NY 14068 | Advisory (Participants) | $75,642 |
Filed as: P&A RETIREMENT PLAN SERVICES INC Service code 13 17 COURT STREET · BUFFALO, NY 14202 | Contract Administrator | $32,213 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $80,569 | $84,487-4.6% | $125,339-35.7% | $66,914+20.4% |
| Participation rate | 90.0% | 76.4%+13.6pp | 82.4%+7.6pp | 69.8%+20.2pp |
| Annual return | -14.56% | -8.39%-6.2pp | 572.05%-586.6pp | 1.58%-16.1pp |
| Employer contribution / active EE | $2,632 | $3,553-25.9% | $4,814-45.3% | $2,544+3.5% |
| Participant deferral / active EE | $7,514 | $6,781+10.8% | $7,446+0.9% | $4,237+77.3% |
| Admin fee / account holder | $589 | $685-14.0% | $10,010-94.1% | $593-0.7% |