Filed December 30, 2015 (most recent of 4 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFALLO, NY 142010600 | Recordkeeping | $12,196 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,898 | $54,890-45.5% | $63,517-52.9% | $59,188-49.5% |
| Participation rate | 52.7% | 75.6%-22.9pp | 71.0%-18.4pp | 69.4%-16.7pp |
| Annual return | -0.21% | 4.56%-4.8pp | -70.30%+70.1pp | 5.51%-5.7pp |
| Employer contribution / active EE | $892 | $1,831-51.3% | $2,322-61.6% | $2,098-57.5% |
| Participant deferral / active EE | $1,423 | $2,803-49.2% | $2,953-51.8% | $3,265-56.4% |
| Admin fee / account holder | $43 | $66-35.5% | $5,892-99.3% | $92-53.7% |