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 | $842 |
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 | $49,868 | $58,879-15.3% | $178,490-72.1% | $73,488-32.1% |
| Participation rate | 50.0% | 66.2%-16.2pp | 81.9%-31.9pp | 70.7%-20.7pp |
| Annual return | 14.80% | 24.86%-10.1pp | 151.07%-136.3pp | 28.51%-13.7pp |
| Employer contribution / active EE | $538 | $2,236-76.0% | $5,011-89.3% | $2,270-76.3% |
| Participant deferral / active EE | $1,656 | $2,567-35.5% | $5,202-68.2% | $3,740-55.7% |
| Admin fee / account holder | $517 | $400+29.3% | $13,984-96.3% | $513+0.9% |