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 | $1,060 |
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 | $38,374 | $47,977-20.0% | $154,107-75.1% | $56,287-31.8% |
| Participation rate | 50.3% | 66.2%-15.8pp | 83.0%-32.7pp | 69.9%-19.5pp |
| Annual return | -6.85% | 3.54%-10.4pp | 735.12%-742.0pp | -9.96%+3.1pp |
| Employer contribution / active EE | $514 | $2,169-76.3% | $5,298-90.3% | $2,111-75.7% |
| Participant deferral / active EE | $1,512 | $2,392-36.8% | $5,081-70.2% | $3,350-54.9% |
| Admin fee / account holder | $438 | $4380% | $13,411-96.7% | $521-15.9% |