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 | $1,136 |
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 | $42,754 | $52,953-19.3% | $172,739-75.2% | $65,185-34.4% |
| Participation rate | 47.2% | 66.2%-19.0pp | 82.6%-35.4pp | 70.2%-23.0pp |
| Annual return | 22.79% | 30.12%-7.3pp | 802.84%-780.0pp | 29.38%-6.6pp |
| Employer contribution / active EE | $493 | $2,190-77.5% | $5,143-90.4% | $2,177-77.3% |
| Participant deferral / active EE | $1,543 | $2,471-37.6% | $5,198-70.3% | $3,514-56.1% |
| Admin fee / account holder | $494 | $472+4.6% | $13,954-96.5% | $847-41.7% |