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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.
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 | $720 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $56,346 | $50,464+11.7% | $75,781-25.6% | $52,331+7.7% |
| Participation rate | 65.6% | 66.8%-1.2pp | 75.8%-10.2pp | 68.1%-2.5pp |
| Annual return | -1.20% | 1.03%-2.2pp | 9.68%-10.9pp | 4.54%-5.7pp |
| Employer contribution / active EE | $122 | $1,988-93.9% | $3,323-96.3% | $1,882-93.5% |
| Participant deferral / active EE | $4,456 | $2,570+73.4% | $3,651+22.0% | $3,022+47.4% |
| Admin fee / account holder | $39 | $1,103-96.4% | $5,299-99.3% | $592-93.3% |