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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 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,404 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,074 | $64,119-81.2% | $112,228-89.2% | $66,914-82.0% |
| Participation rate | 53.1% | 68.5%-15.4pp | 75.1%-22.0pp | 69.8%-16.7pp |
| Annual return | -22.83% | -13.81%-9.0pp | 27.45%-50.3pp | 1.58%-24.4pp |
| Employer contribution / active EE | $1,297 | $3,005-56.9% | $3,635-64.3% | $2,544-49.0% |
| Participant deferral / active EE | $2,279 | $3,693-38.3% | $4,728-51.8% | $4,237-46.2% |
| Admin fee / account holder | $234 | $625-62.6% | $6,410-96.3% | $593-60.5% |