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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.
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 14201 | Recordkeeping | $256 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,618 | $47,977+20.1% | $154,107-62.6% | $56,287+2.4% |
| Participation rate | 87.6% | 66.2%+21.4pp | 83.0%+4.6pp | 69.9%+17.7pp |
| Annual return | -7.61% | 3.54%-11.1pp | 735.12%-742.7pp | -9.96%+2.3pp |
| Employer contribution / active EE | $2,743 | $2,169+26.5% | $5,298-48.2% | $2,111+30.0% |
| Participant deferral / active EE | $3,281 | $2,392+37.2% | $5,081-35.4% | $3,350-2.1% |
| Admin fee / account holder | $159 | $438-63.8% | $13,411-98.8% | $521-69.5% |