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 |
|---|---|---|
KENNETH RYAN1 year Filed as: THE KENNETH D. ANDERSON CO., INC. Service code 49 | Other Services | $8,933 |
Filed as: VOYA RETIREMENT INSURANCE AND AN CO Service code 27 | Advisory (Plan) | $2,926 |
KENNETH RYAN1 year Filed as: THE KENNETH D. ANDERSON CO Service code 49 · EIN 04-2716074 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,741 | $93,182-15.5% | $146,665-46.3% | $79,386-0.8% |
| Participation rate | 85.3% | 76.4%+8.8pp | 80.1%+5.2pp | 70.7%+14.5pp |
| Annual return | 14.04% | 21.61%-7.6pp | 22.74%-8.7pp | 116.85%-102.8pp |
| Employer contribution / active EE | $775 | $2,420-68.0% | $4,136-81.3% | $2,427-68.1% |
| Participant deferral / active EE | $3,694 | $4,169-11.4% | $5,506-32.9% | $4,046-8.7% |
| Admin fee / account holder | $20 | $585-96.5% | $10,280-99.8% | $626-96.8% |