Filed May 13, 2024
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 |
|---|---|---|
Filed as: PRATT COLLARD ADVISORY PARTNERS Service code 27 111 GENESEE STREET · BUFFALO, NY 14203 | Advisory (Plan) | $10,732 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 468 DELAWARE AVENUE, SUITE 100 · BUFFALO, NY 14202 | Advisory (Plan) | $5,475 |
Filed as: FIDELITY INVESTMENTS Service code 27 45 BRYANT WOODS N · AMHERST, NY 14228 | Advisory (Plan) | $5,009 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $4,084 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO. Service code 15 · EIN 36-6071399 | Recordkeeping | $840 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,752 | $55,453-3.1% | $170,442-68.5% | $62,292-13.7% |
| Participation rate | 88.6% | 66.4%+22.2pp | 83.6%+5.0pp | 69.5%+19.1pp |
| Annual return | 18.07% | 21.38%-3.3pp | 205.93%-187.9pp | 28.90%-10.8pp |
| Employer contribution / active EE | $4,083 | $2,164+88.7% | $5,433-24.8% | $2,042+99.9% |
| Participant deferral / active EE | $3,713 | $2,303+61.2% | $4,939-24.8% | $3,169+17.2% |
| Admin fee / account holder | $94 | $455-79.3% | $13,880-99.3% | $479-80.4% |