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 142010600 | Recordkeeping | $575 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $71,138 | $73,404-3.1% | $87,100-18.3% | $67,579+5.3% |
| Participation rate | 91.4% | 80.9%+10.5pp | 76.9%+14.5pp | 71.3%+20.1pp |
| Annual return | 22.03% | 48.29%-26.3pp | 28.19%-6.2pp | 378.56%-356.5pp |
| Employer contribution / active EE | $2,092 | $2,014+3.9% | $2,521-17.0% | $2,148-2.6% |
| Participant deferral / active EE | $5,600 | $3,913+43.1% | $4,049+38.3% | $3,539+58.2% |
| Admin fee / account holder | $399 | $142+182.0% | $7,497-94.7% | $142+180.6% |