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 |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND AN CO Service code 26 | Advisory (Participants) | $2,833 |
KENNETH RYAN2 years Filed as: THE KENNETH D. ANDERSON CO Service code 49 · EIN 04-2716074 | Other Services | $0 |
KENNETH RYAN2 years Filed as: THE KENNETH D. ANDERSON CO., INC. Service code 49 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,483 | $86,655-30.2% | $119,609-49.4% | $66,914-9.6% |
| Participation rate | 84.6% | 75.6%+9.0pp | 79.3%+5.4pp | 69.8%+14.8pp |
| Annual return | -13.88% | -8.00%-5.9pp | -14.97%+1.1pp | 1.58%-15.5pp |
| Employer contribution / active EE | $845 | $2,536-66.7% | $4,232-80.0% | $2,544-66.8% |
| Participant deferral / active EE | $3,841 | $4,358-11.9% | $5,602-31.4% | $4,237-9.4% |
| Admin fee / account holder | $27 | $755-96.4% | $10,323-99.7% | $593-95.4% |