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 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $520 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,462 | $50,464+19.8% | $75,781-20.2% | $52,331+15.5% |
| Participation rate | 87.4% | 66.8%+20.6pp | 75.8%+11.6pp | 68.1%+19.3pp |
| Annual return | 2.35% | 1.03%+1.3pp | 9.68%-7.3pp | 4.54%-2.2pp |
| Employer contribution / active EE | $1,291 | $1,988-35.1% | $3,323-61.2% | $1,882-31.4% |
| Participant deferral / active EE | $4,505 | $2,570+75.3% | $3,651+23.4% | $3,022+49.1% |
| Admin fee / account holder | $4 | $1,103-99.6% | $5,299-99.9% | $592-99.3% |