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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.
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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 |
|---|---|---|
SELDEN FOX, LTD.1+ years Filed as: SELDEN FOX Service code 99 · EIN 22-2000222 | Other Fees | $8,434 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $512 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $74,412 | $81,208-8.4% | $98,907-24.8% | $79,858-6.8% |
| Participation rate | 62.0% | 72.5%-10.5pp | 76.0%-14.1pp | 69.6%-7.7pp |
| Annual return | 12.96% | 60.99%-48.0pp | 196.43%-183.5pp | 31.71%-18.8pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,089 | $3,265-5.4% | $4,244-27.2% | $3,740-17.4% |
| Admin fee / account holder | $89 | $6,013-98.5% | $6,642-98.7% | $5,306-98.3% |