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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 14201 | Recordkeeping | $1,002 |
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 | $38,095 | $69,977-45.6% | $108,579-64.9% | $62,891-39.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 5.64% | 10.73%-5.1pp | -51.70%+57.3pp | 20.14%-14.5pp |
| Employer contribution / active EE | $2,248 | $2,135+5.3% | $3,758-40.2% | $2,281-1.5% |
| Participant deferral / active EE | $1,172 | $3,165-63.0% | $4,311-72.8% | $3,203-63.4% |
| Admin fee / account holder | $108 | $5,076-97.9% | $7,645-98.6% | $4,296-97.5% |