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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 | $696 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,330 | $60,776-81.4% | $85,682-86.8% | $79,386-85.7% |
| Participation rate | 14.2% | 62.1%-47.9pp | 69.9%-55.7pp | 70.7%-56.5pp |
| Annual return | 15.02% | 16.57%-1.6pp | 21.49%-6.5pp | 116.85%-101.8pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,618-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $525 | $2,919-82.0% | $3,923-86.6% | $4,046-87.0% |
| Admin fee / account holder | $166 | $438-62.1% | $6,873-97.6% | $626-73.5% |