Filed November 13, 2025 (most recent of 5 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $280 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,395 | $132,049+32.1% | $200,582-13.1% | $74,304+134.7% |
| Participation rate | 76.3% | 84.1%-7.8pp | 86.9%-10.6pp | 60.3%+15.9pp |
| Annual return | 9.23% | 22.22%-13.0pp | 42.33%-33.1pp | 29.43%-20.2pp |
| Employer contribution / active EE | $1,228 | $4,558-73.1% | $6,419-80.9% | $2,241-45.2% |
| Participant deferral / active EE | $5,094 | $7,213-29.4% | $9,331-45.4% | $3,767+35.2% |
| Admin fee / account holder | $912 | $2,405-62.1% | $16,305-94.4% | $2,969-69.3% |