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 |
|---|---|---|
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $23,453 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 27 | Advisory (Plan) | $23,453 |
Filed as: DARMODY, MERLINO CO., LLP Service code 99 · EIN 04-2273266 | Other Fees | $19,450 |
Filed as: ABACUS BENEFIT CONSULTANTS, INC. Service code 99 · EIN 05-0460654 | Other Fees | $8,375 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $8,236 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $332,490 | $77,660+328.1% | $109,143+204.6% | $79,386+318.8% |
| Participation rate | 97.4% | 67.8%+29.6pp | 75.9%+21.5pp | 70.7%+26.7pp |
| Annual return | 23.24% | 23.44%-0.2pp | 25.75%-2.5pp | 116.85%-93.6pp |
| Employer contribution / active EE | $11,919 | $2,797+326.1% | $3,722+220.2% | $2,427+391.0% |
| Participant deferral / active EE | $11,924 | $3,518+239.0% | $4,653+156.3% | $4,046+194.7% |
| Admin fee / account holder | $306 | $732-58.2% | $6,752-95.5% | $626-51.1% |