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 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $3,348 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,491 | $96,458-53.9% | $136,294-67.4% | $77,958-42.9% |
| Participation rate | 25.4% | 75.4%-49.9pp | 81.9%-56.5pp | 71.6%-46.2pp |
| Annual return | 106.55% | 23.78%+82.8pp | 5155.94%-5049.4pp | 20.87%+85.7pp |
| Employer contribution / active EE | $538 | $3,144-82.9% | $4,695-88.5% | $2,310-76.7% |
| Participant deferral / active EE | $1,238 | $5,902-79.0% | $6,247-80.2% | $3,537-65.0% |
| Admin fee / account holder | $20 | $80-75.3% | $9,243-99.8% | $97-79.6% |