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 | $30,594 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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).
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 | $18,803 | $66,124-71.6% | $90,404-79.2% | $73,488-74.4% |
| Participation rate | 48.3% | 69.7%-21.4pp | 72.7%-24.4pp | 70.7%-22.4pp |
| Annual return | 22.72% | 17.65%+5.1pp | 1293.02%-1270.3pp | 28.51%-5.8pp |
| Employer contribution / active EE | $1,301 | $2,346-44.6% | $3,262-60.1% | $2,270-42.7% |
| Participant deferral / active EE | $1,924 | $3,039-36.7% | $3,963-51.5% | $3,740-48.6% |
| Admin fee / account holder | $253 | $396-36.1% | $5,611-95.5% | $513-50.7% |