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 ADVISORS6+ years Filed as: WATERFORD ADVISORS, LLC Service code 13 6225 SHERIDAN DRIVE, SUITE 214 · WILLAIMSVILLE, NY 14221 | Contract Administrator | $17,179 |
EPIC RETIREMENT PLAN SERVICES6+ years Filed as: P & A RETIREMENT PLAN SERVICES, INC Service code 13 17 COURT ST, SUITE 500 · BUFFALO, NY 14202 | Contract Administrator | $11,522 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $40,055 | $35,986+11.3% | $77,482-48.3% | $73,488-45.5% |
| Participation rate | 40.0% | 40.8%-0.8pp | 54.2%-14.2pp | 70.7%-30.7pp |
| Annual return | 15.63% | 19.26%-3.6pp | 54.79%-39.2pp | 28.51%-12.9pp |
| Employer contribution / active EE | $652 | $557+17.0% | $986-33.9% | $2,270-71.3% |
| Participant deferral / active EE | $1,194 | $1,198-0.3% | $1,861-35.8% | $3,740-68.1% |
| Admin fee / account holder | $281 | $466-39.6% | $2,858-90.2% | $513-45.2% |