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 | $660 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,367 | $65,061-38.0% | $143,757-71.9% | $66,914-39.7% |
| Participation rate | 49.4% | 65.2%-15.8pp | 80.3%-30.9pp | 69.8%-20.4pp |
| Annual return | -13.13% | -11.14%-2.0pp | -0.04%-13.1pp | 1.58%-14.7pp |
| Employer contribution / active EE | $578 | $2,361-75.5% | $4,951-88.3% | $2,544-77.3% |
| Participant deferral / active EE | $1,585 | $2,919-45.7% | $5,637-71.9% | $4,237-62.6% |
| Admin fee / account holder | $484 | $502-3.6% | $14,673-96.7% | $593-18.5% |