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 | $1,331 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,957 | $64,909-27.7% | $82,313-43.0% | $62,292-24.6% |
| Participation rate | 68.2% | 74.9%-6.7pp | 76.9%-8.7pp | 69.5%-1.4pp |
| Annual return | 13.97% | 21.18%-7.2pp | 25.88%-11.9pp | 28.90%-14.9pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,661 | $3,103-14.2% | $3,706-28.2% | $3,169-16.0% |
| Admin fee / account holder | $17 | $440-96.1% | $5,608-99.7% | $479-96.4% |