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 142010600 | Recordkeeping | $114 |
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 | $50,288 | $61,156-17.8% | $185,823-72.9% | $79,386-36.7% |
| Participation rate | 96.4% | 66.6%+29.8pp | 81.7%+14.7pp | 70.7%+25.7pp |
| Annual return | 22.24% | 19.45%+2.8pp | 122.05%-99.8pp | 116.85%-94.6pp |
| Employer contribution / active EE | $1,796 | $2,321-22.6% | $5,167-65.2% | $2,427-26.0% |
| Participant deferral / active EE | $1,519 | $2,789-45.5% | $5,568-72.7% | $4,046-62.4% |
| Admin fee / account holder | $292 | $710-58.8% | $16,237-98.2% | $626-53.4% |