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 | $990 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $43,919 | $55,453-20.8% | $170,442-74.2% | $62,292-29.5% |
| Participation rate | 46.5% | 66.4%-19.9pp | 83.6%-37.1pp | 69.5%-23.0pp |
| Annual return | 14.84% | 21.38%-6.5pp | 205.93%-191.1pp | 28.90%-14.1pp |
| Employer contribution / active EE | $493 | $2,164-77.2% | $5,433-90.9% | $2,042-75.9% |
| Participant deferral / active EE | $1,548 | $2,303-32.8% | $4,939-68.7% | $3,169-51.2% |
| Admin fee / account holder | $311 | $455-31.6% | $13,880-97.8% | $479-35.0% |