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 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,201 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 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 | $23,095 | $35,485-34.9% | $74,550-69.0% | $55,725-58.6% |
| Participation rate | 18.8% | 62.5%-43.7pp | 69.1%-50.3pp | 70.9%-52.0pp |
| Annual return | -4.35% | 0.72%-5.1pp | 32.53%-36.9pp | 244.93%-249.3pp |
| Employer contribution / active EE | $0 | $777-100.0% | $1,961-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $785 | $2,181-64.0% | $3,108-74.7% | $3,356-76.6% |
| Admin fee / account holder | $223 | $114+95.4% | $5,060-95.6% | $115+94.0% |