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 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $966 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $39,735 | $46,732-15.0% | $156,549-74.6% | $55,167-28.0% |
| Participation rate | 43.3% | 65.8%-22.5pp | 84.0%-40.8pp | 69.0%-25.7pp |
| Annual return | 6.63% | 17.72%-11.1pp | 32.23%-25.6pp | 169.23%-162.6pp |
| Employer contribution / active EE | $480 | $2,105-77.2% | $5,501-91.3% | $1,963-75.5% |
| Participant deferral / active EE | $1,443 | $2,204-34.5% | $4,871-70.4% | $3,054-52.7% |
| Admin fee / account holder | $293 | $418-29.9% | $13,027-97.7% | $504-41.8% |