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 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $4,708 |
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 | $51,183 | $57,096-10.4% | $94,224-45.7% | $55,191-7.3% |
| Participation rate | 72.9% | 75.7%-2.8pp | 78.8%-5.9pp | 69.2%+3.7pp |
| Annual return | 0.11% | 159.65%-159.5pp | 10.68%-10.6pp | 10.78%-10.7pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $3,587-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,541 | $3,165-19.7% | $4,320-41.2% | $3,046-16.6% |
| Admin fee / account holder | $73 | $89-18.5% | $6,269-98.8% | $91-19.9% |