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 | $0 |
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 | $103,911 | $46,732+122.4% | $156,549-33.6% | $55,167+88.4% |
| Participation rate | 99.4% | 65.8%+33.6pp | 84.0%+15.4pp | 69.0%+30.4pp |
| Annual return | 7.94% | 17.72%-9.8pp | 32.23%-24.3pp | 169.23%-161.3pp |
| Employer contribution / active EE | $5,304 | $2,105+152.0% | $5,501-3.6% | $1,963+170.3% |
| Participant deferral / active EE | $3,333 | $2,204+51.2% | $4,871-31.6% | $3,054+9.1% |
| Admin fee / account holder | $11 | $418-97.3% | $13,027-99.9% | $504-97.7% |