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 | $725 |
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 | $80,564 | $79,519+1.3% | $95,952-16.0% | $73,409+9.7% |
| Participation rate | 94.0% | 81.2%+12.9pp | 77.1%+17.0pp | 72.2%+21.9pp |
| Annual return | 17.16% | 19.20%-2.0pp | 91.61%-74.5pp | 59.29%-42.1pp |
| Employer contribution / active EE | $2,195 | $2,048+7.2% | $2,541-13.6% | $2,234-1.7% |
| Participant deferral / active EE | $6,124 | $4,138+48.0% | $4,167+47.0% | $3,805+60.9% |
| Admin fee / account holder | $340 | $184+84.5% | $6,795-95.0% | $158+115.4% |