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 |
|---|---|---|
FEDERATED1+ years Filed as: FEDERATED CLOVER INVESTMENT Service code 27 · EIN 16-1263400 400 MERIDIAN CENTRE · ROCHESTER, NY 14616 | Advisory (Plan) | $85,281 |
BMO HARRIS BANK NA1+ years Filed as: M & T BANK Service code 18 · EIN 06-0538020 ONE M AND T PLAZA · BUFFALO, NY 14203 | Custodial (other than securities) | $29,995 |
MANNING & NAPIER1+ years Service code 20 · EIN 16-0993736 290 WOODCLIFF DRIVE · FAIRPORT, NY 14203 | Trustee (individual) | $27,239 |
HALLETT ASSOCIATES, INC.1+ years Service code 18 · EIN 25-1592340 2591 WEXFORD-BAYNE ROAD · SEWICKLEY, PA 15143 | Custodial (other than securities) | $11,990 |
Filed as: BUFFAMANTE, WHIPPLE, BUTTAFARA PC Service code 22 · EIN 16-1117932 201 WEST THIRD STREET · JAMESTOWN, NY 14701 | Insurance Broker | $9,000 |
CREIGHTON, JOHNSEN & GIROUX1+ years Service code 29 · EIN 16-1158060 560 ELLOCOTT SQUARE BUILDING · BUFFALO, NY 14203 | Legal | $5,224 |
Service code 17 · EIN 16-0955285 801 MAIN STREET · BUFFALO, NY 14203 | Pension Consulting | $4,502 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | -3.56% | 5.80%-9.4pp | 4.74%-8.3pp | 11.88%-15.4pp |
| Employer contribution / active EE | $11,219 | $15,506-27.6% | $36,089-68.9% | $14,612-23.2% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |