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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.
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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 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $224 |
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.
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 | $42,589 | $58,726-27.5% | $92,233-53.8% | $62,292-31.6% |
| Participation rate | 39.0% | 68.3%-29.4pp | 76.5%-37.5pp | 69.5%-30.6pp |
| Annual return | 13.54% | 43.62%-30.1pp | 176.28%-162.7pp | 28.90%-15.4pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,679-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,177 | $2,766-57.4% | $3,897-69.8% | $3,169-62.9% |
| Admin fee / account holder | $7 | $556-98.8% | $5,194-99.9% | $479-98.6% |