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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 | $749 |
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 | $71,285 | $55,449+28.6% | $83,848-15.0% | $56,287+26.6% |
| Participation rate | 68.4% | 68.0%+0.4pp | 76.1%-7.7pp | 69.9%-1.4pp |
| Annual return | -5.75% | -1.38%-4.4pp | 850.88%-856.6pp | -9.96%+4.2pp |
| Employer contribution / active EE | $129 | $2,430-94.7% | $3,631-96.4% | $2,111-93.9% |
| Participant deferral / active EE | $4,283 | $2,935+45.9% | $4,082+4.9% | $3,350+27.9% |
| Admin fee / account holder | $39 | $656-94.1% | $5,478-99.3% | $521-92.5% |