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 | $500 |
Annual investment return 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 | $34,947 | $42,548-17.9% | $74,550-53.1% | $56,287-37.9% |
| Participation rate | 98.0% | 60.5%+37.6pp | 69.1%+28.9pp | 69.9%+28.2pp |
| Annual return | -7.50% | 12.40%-19.9pp | 32.53%-40.0pp | -9.96%+2.5pp |
| Employer contribution / active EE | $391 | $855-54.3% | $1,961-80.1% | $2,111-81.5% |
| Participant deferral / active EE | $2,448 | $2,277+7.5% | $3,108-21.2% | $3,350-26.9% |
| Admin fee / account holder | $20 | $467-95.6% | $5,060-99.6% | $521-96.1% |