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 |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 99 · EIN 27-2037969 | Other Fees | $1,970 |
MAHONEY SABOL3 years Service code 99 · EIN 11-1000111 | Other Fees | $1,068 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,513 | $76,670-43.2% | $96,683-55.0% | $71,457-39.1% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 13.70% | 48.29%-34.6pp | 35.69%-22.0pp | 28.85%-15.1pp |
| Employer contribution / active EE | $8,739 | $3,031+188.3% | $3,737+133.9% | $2,588+237.7% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $122 | $2,028-94.0% | $6,730-98.2% | $1,587-92.3% |