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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.
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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 14201 | Recordkeeping | $1,053 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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 | $92,589 | $65,376+41.6% | $87,100+6.3% | $65,185+42.0% |
| Participation rate | 33.7% | 75.3%-41.7pp | 76.9%-43.2pp | 70.2%-36.5pp |
| Annual return | 15.73% | 31.27%-15.5pp | 28.19%-12.5pp | 29.38%-13.7pp |
| Employer contribution / active EE | $963 | $1,822-47.1% | $2,521-61.8% | $2,177-55.7% |
| Participant deferral / active EE | $1,722 | $3,388-49.2% | $4,049-57.5% | $3,514-51.0% |
| Admin fee / account holder | $534 | $520+2.8% | $7,497-92.9% | $847-36.9% |