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 | $972 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,439 | $60,165-21.2% | $74,183-36.1% | $55,167-14.0% |
| Participation rate | 72.4% | 74.2%-1.7pp | 76.6%-4.2pp | 69.0%+3.5pp |
| Annual return | 10.27% | 10.00%+0.3pp | 17.74%-7.5pp | 169.23%-159.0pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,327 | $2,973+11.9% | $3,550-6.3% | $3,054+8.9% |
| Admin fee / account holder | $10 | $419-97.7% | $5,586-99.8% | $504-98.0% |