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 |
|---|---|---|
WATERFORD ADVISORS3+ years Filed as: WATERFORD ADVISORS, LLC Service code 13 6225 SHERIDAN DRIVE, SUITE 214 · WILLAIMSVILLE, NY 14221 | Contract Administrator | $12,044 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: P & A RETIREMENT PLAN SERVICES, INC Service code 13 17 COURT ST, SUITE 500 · BUFFALO, NY 14202 | Contract Administrator | $5,422 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,643 | $31,388-5.6% | $73,545-59.7% | $62,292-52.4% |
| Participation rate | 34.6% | 39.9%-5.2pp | 54.9%-20.3pp | 69.5%-34.9pp |
| Annual return | 17.64% | 25.34%-7.7pp | -15.16%+32.8pp | 28.90%-11.3pp |
| Employer contribution / active EE | $408 | $498-18.1% | $1,219-66.5% | $2,042-80.0% |
| Participant deferral / active EE | $822 | $1,028-20.1% | $1,806-54.5% | $3,169-74.1% |
| Admin fee / account holder | $192 | $299-35.9% | $2,320-91.7% | $479-60.0% |