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 142010600 | Recordkeeping | $74 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,647 | $69,362-28.4% | $101,248-51.0% | $73,488-32.4% |
| Participation rate | 38.9% | 68.4%-29.5pp | 75.8%-36.9pp | 70.7%-31.8pp |
| Annual return | 13.51% | 18.46%-4.9pp | 46.47%-33.0pp | 28.51%-15.0pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,487 | $3,300-54.9% | $4,370-66.0% | $3,740-60.2% |
| Admin fee / account holder | $8 | $704-98.9% | $5,945-99.9% | $513-98.5% |