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 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $986 |
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 | $32,462 | $54,590-40.5% | $81,930-60.4% | $73,488-55.8% |
| Participation rate | 98.4% | 68.3%+30.1pp | 72.0%+26.4pp | 70.7%+27.7pp |
| Annual return | 16.52% | 17.74%-1.2pp | 29.49%-13.0pp | 28.51%-12.0pp |
| Employer contribution / active EE | $2,292 | $1,636+40.1% | $4,310-46.8% | $2,270+1.0% |
| Participant deferral / active EE | $2,317 | $2,759-16.0% | $7,107-67.4% | $3,740-38.0% |
| Admin fee / account holder | $225 | $592-62.0% | $5,158-95.6% | $513-56.2% |