Filed December 29, 2021
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 14201 | Recordkeeping | $417 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,523 | $91,190-81.9% | $178,490-90.7% | $79,858-79.3% |
| Participation rate | 76.3% | 69.2%+7.1pp | 81.9%-5.7pp | 69.6%+6.6pp |
| Annual return | 16.68% | 24.19%-7.5pp | 151.07%-134.4pp | 31.71%-15.0pp |
| Employer contribution / active EE | $1,033 | $3,256-68.3% | $5,011-79.4% | $2,471-58.2% |
| Participant deferral / active EE | $3,228 | $3,236-0.3% | $5,202-37.9% | $3,740-13.7% |
| Admin fee / account holder | $181 | $6,751-97.3% | $13,984-98.7% | $5,306-96.6% |