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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 | $776 |
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 | $43,479 | $78,705-44.8% | $117,854-63.1% | $70,131-38.0% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 15.41% | 23.30%-7.9pp | 335.08%-319.7pp | 73.14%-57.7pp |
| Employer contribution / active EE | $2,682 | $2,223+20.6% | $3,786-29.2% | $2,342+14.5% |
| Participant deferral / active EE | $1,396 | $3,297-57.7% | $4,482-68.8% | $3,332-58.1% |
| Admin fee / account holder | $82 | $5,065-98.4% | $8,020-99.0% | $4,645-98.2% |