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 | $5,721 |
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 | $50,728 | $127,481-60.2% | $149,696-66.1% | $90,288-43.8% |
| Participation rate | 33.8% | 78.2%-44.4pp | 82.5%-48.7pp | 73.4%-39.5pp |
| Annual return | 22.96% | 57.78%-34.8pp | 276.60%-253.6pp | 53.97%-31.0pp |
| Employer contribution / active EE | $628 | $3,448-81.8% | $4,644-86.5% | $2,524-75.1% |
| Participant deferral / active EE | $1,323 | $6,975-81.0% | $6,842-80.7% | $4,232-68.7% |
| Admin fee / account holder | $22 | $152-85.8% | $9,309-99.8% | $114-81.1% |