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 | $740 |
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 | $37,129 | $65,041-42.9% | $90,951-59.2% | $79,858-53.5% |
| Participation rate | 97.8% | 61.6%+36.2pp | 69.0%+28.8pp | 69.6%+28.1pp |
| Annual return | 14.89% | 30.45%-15.6pp | 134.60%-119.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $399 | $1,247-68.0% | $2,122-81.2% | $2,471-83.8% |
| Participant deferral / active EE | $1,691 | $2,512-32.7% | $3,373-49.9% | $3,740-54.8% |
| Admin fee / account holder | $29 | $4,536-99.4% | $5,959-99.5% | $5,306-99.4% |