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 |
|---|---|---|
WATERFORD ADVISORS4+ years Filed as: WATERFORD ADVISORS, LLC Service code 13 6225 SHERIDAN DRIVE, SUITE 214 · WILLAIMSVILLE, NY 14221 | Contract Administrator | $14,104 |
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: P & A RETIREMENT PLAN SERVICES, INC Service code 13 17 COURT ST, SUITE 500 · BUFFALO, NY 14202 | Contract Administrator | $9,856 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,070 | $28,109-0.1% | $71,086-60.5% | $56,287-50.1% |
| Participation rate | 34.3% | 40.4%-6.1pp | 54.7%-20.3pp | 69.9%-35.5pp |
| Annual return | -9.38% | -615.05%+605.7pp | 650.59%-660.0pp | -9.96%+0.6pp |
| Employer contribution / active EE | $548 | $558-1.8% | $1,088-49.7% | $2,111-74.1% |
| Participant deferral / active EE | $884 | $1,116-20.8% | $1,874-52.8% | $3,350-73.6% |
| Admin fee / account holder | $250 | $585-57.3% | $3,082-91.9% | $521-52.1% |