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 | $408 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,342 | $52,639-10.1% | $185,117-74.4% | $62,292-24.0% |
| Participation rate | 46.8% | 63.9%-17.1pp | 77.3%-30.5pp | 69.5%-22.8pp |
| Annual return | 10.95% | 19.57%-8.6pp | 40.50%-29.5pp | 28.90%-17.9pp |
| Employer contribution / active EE | $337 | $1,483-77.3% | $4,182-91.9% | $2,042-83.5% |
| Participant deferral / active EE | $806 | $3,097-74.0% | $5,045-84.0% | $3,169-74.6% |
| Admin fee / account holder | $134 | $374-64.0% | $8,159-98.4% | $479-72.0% |