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 |
|---|---|---|
MORNINGSTAR2+ years Service code 26 · EIN 36-3299200 | Advisory (Participants) | $2,179 |
PASI, LLC1 year Filed as: PASI Service code 99 · EIN 26-1407927 | Other Fees | $1,250 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $558 |
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 | $52,643 | $87,841-40.1% | $133,980-60.7% | $62,891-16.3% |
| Participation rate | 71.6% | 83.4%-11.8pp | 87.1%-15.5pp | 69.3%+2.3pp |
| Annual return | 8.86% | 12.05%-3.2pp | 29.30%-20.4pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,805 | $3,483-48.2% | $5,211-65.4% | $2,281-20.8% |
| Participant deferral / active EE | $6,300 | $4,812+30.9% | $6,282+0.3% | $3,203+96.7% |
| Admin fee / account holder | $42 | $5,371-99.2% | $9,324-99.6% | $4,296-99.0% |