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 9-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 | $5,572 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $7,925 | $91,190-91.3% | $178,490-95.6% | $79,858-90.1% |
| Participation rate | 87.2% | 69.2%+18.0pp | 81.9%+5.3pp | 69.6%+17.5pp |
| Annual return | 0.94% | 24.19%-23.2pp | 151.07%-150.1pp | 31.71%-30.8pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $970 | $3,236-70.0% | $5,202-81.4% | $3,740-74.1% |
| Admin fee / account holder | $147 | $6,751-97.8% | $13,984-99.0% | $5,306-97.2% |