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 |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $583 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,533 | $26,549+26.3% | $61,373-45.4% | $66,914-49.9% |
| Participation rate | 29.0% | 38.1%-9.1pp | 52.6%-23.5pp | 69.8%-40.8pp |
| Annual return | -20.65% | -16.21%-4.4pp | 338.61%-359.3pp | 1.58%-22.2pp |
| Employer contribution / active EE | $236 | $651-63.7% | $1,159-79.6% | $2,544-90.7% |
| Participant deferral / active EE | $1,445 | $1,338+8.0% | $2,125-32.0% | $4,237-65.9% |
| Admin fee / account holder | $330 | $409-19.3% | $2,130-84.5% | $593-44.4% |