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 | $12 |
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 | $99,836 | $64,954+53.7% | $115,752-13.8% | $62,292+60.3% |
| Participation rate | 94.6% | 73.0%+21.6pp | 77.8%+16.9pp | 69.5%+25.1pp |
| Annual return | 17.27% | 24.87%-7.6pp | 19.41%-2.1pp | 28.90%-11.6pp |
| Employer contribution / active EE | $1,241 | $2,344-47.0% | $3,492-64.5% | $2,042-39.2% |
| Participant deferral / active EE | $3,856 | $3,665+5.2% | $5,204-25.9% | $3,169+21.7% |
| Admin fee / account holder | $93 | $414-77.5% | $6,278-98.5% | $479-80.6% |