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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 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $355 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $9,043 | $46,100-80.4% | $86,590-89.6% | $69,631-87.0% |
| Participation rate | 30.4% | 67.2%-36.8pp | 73.5%-43.2pp | 70.7%-40.3pp |
| Annual return | 28.14% | 21.02%+7.1pp | 964.84%-936.7pp | 27571.02%-27542.9pp |
| Employer contribution / active EE | $528 | $1,850-71.5% | $2,839-81.4% | $2,032-74.0% |
| Participant deferral / active EE | $967 | $2,432-60.2% | $3,609-73.2% | $3,224-70.0% |
| Admin fee / account holder | $158 | $94+68.4% | $4,906-96.8% | $110+43.0% |