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 | $394 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $52,416 | $56,972-8.0% | $182,532-71.3% | $65,185-19.6% |
| Participation rate | 43.7% | 66.5%-22.8pp | 78.0%-34.3pp | 70.2%-26.5pp |
| Annual return | 19.81% | 27.67%-7.9pp | 148.54%-128.7pp | 29.38%-9.6pp |
| Employer contribution / active EE | $377 | $1,615-76.7% | $4,076-90.8% | $2,177-82.7% |
| Participant deferral / active EE | $959 | $3,526-72.8% | $5,524-82.6% | $3,514-72.7% |
| Admin fee / account holder | $364 | $528-31.0% | $8,592-95.8% | $847-57.0% |