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 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $158 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,051 | $32,425+11.2% | $74,583-51.7% | $55,167-34.7% |
| Participation rate | 97.7% | 54.0%+43.7pp | 68.1%+29.5pp | 69.0%+28.7pp |
| Annual return | 7.22% | 10.63%-3.4pp | 20.47%-13.2pp | 169.23%-162.0pp |
| Employer contribution / active EE | $682 | $1,043-34.7% | $2,525-73.0% | $1,963-65.3% |
| Participant deferral / active EE | $2,081 | $1,995+4.3% | $3,458-39.8% | $3,054-31.8% |
| Admin fee / account holder | $65 | $748-91.3% | $4,138-98.4% | $504-87.0% |