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 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,329 |
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.
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 | $12,210 | $62,928-80.6% | $172,739-92.9% | $67,579-81.9% |
| Participation rate | 50.5% | 64.5%-13.9pp | 82.6%-32.1pp | 71.3%-20.8pp |
| Annual return | 30.19% | 30.36%-0.2pp | 802.84%-772.7pp | 378.56%-348.4pp |
| Employer contribution / active EE | $513 | $1,636-68.7% | $5,143-90.0% | $2,148-76.1% |
| Participant deferral / active EE | $1,511 | $2,145-29.6% | $5,198-70.9% | $3,539-57.3% |
| Admin fee / account holder | $38 | $167-76.9% | $13,954-99.7% | $142-72.9% |