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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 | $1,180 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,812 | $45,602-82.9% | $117,472-93.4% | $66,914-88.3% |
| Participation rate | 38.6% | 57.6%-19.0pp | 70.6%-32.0pp | 69.8%-31.2pp |
| Annual return | -16.65% | -16.74%+0.1pp | 29.74%-46.4pp | 1.58%-18.2pp |
| Employer contribution / active EE | $666 | $1,579-57.8% | $4,176-84.0% | $2,544-73.8% |
| Participant deferral / active EE | $856 | $2,845-69.9% | $4,070-79.0% | $4,237-79.8% |
| Admin fee / account holder | $252 | $661-61.9% | $5,645-95.5% | $593-57.5% |