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 13 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Contract Administrator | $522,654 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,568 | $53,565-50.4% | $172,739-84.6% | $82,204-67.7% |
| Participation rate | 27.4% | 69.6%-42.3pp | 82.6%-55.3pp | 73.4%-46.0pp |
| Annual return | 21.84% | 31.42%-9.6pp | 802.84%-781.0pp | 26.31%-4.5pp |
| Employer contribution / active EE | $612 | $1,857-67.0% | $5,143-88.1% | $2,707-77.4% |
| Participant deferral / active EE | $1,075 | $3,006-64.2% | $5,198-79.3% | $4,246-74.7% |
| Admin fee / account holder | $177 | $61+188.3% | $13,954-98.7% | $76+134.0% |