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 |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: P & A RETIREMENT PLAN SERVICES, INC Service code 13 17 COURT STREET · BUFFALO, NY 14202 | Contract Administrator | $9,029 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES, LLC Service code 26 17 COURT STREE · BUFFALO, NY 14202 | Advisory (Participants) | $7,358 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,928 | $31,109-52.0% | $67,711-78.0% | $52,331-71.5% |
| Participation rate | 52.0% | 54.0%-2.0pp | 67.5%-15.5pp | 68.1%-16.1pp |
| Annual return | -2.13% | 23.70%-25.8pp | 25.41%-27.5pp | 4.54%-6.7pp |
| Employer contribution / active EE | $0 | $1,076-100.0% | $2,559-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $991 | $1,970-49.7% | $3,585-72.4% | $3,022-67.2% |
| Admin fee / account holder | $169 | $466-63.8% | $4,255-96.0% | $592-71.4% |