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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 | $746 |
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 | $48,916 | $83,477-41.4% | $125,175-60.9% | $72,985-33.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 18.85% | 25.78%-6.9pp | 43.79%-24.9pp | 81.00%-62.1pp |
| Employer contribution / active EE | $1,629 | $2,345-30.5% | $3,865-57.9% | $2,440-33.2% |
| Participant deferral / active EE | $880 | $3,585-75.5% | $4,937-82.2% | $3,607-75.6% |
| Admin fee / account holder | $202 | $5,517-96.3% | $9,702-97.9% | $5,124-96.1% |