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 |
|---|---|---|
NUSSBAUM BERG KLEIN WOLPOW1 year Filed as: NUSSBAUM Service code 99 · EIN 11-1000111 | Other Fees | $10,000 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 27 | Advisory (Plan) | $573 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $67,616 | $63,114+7.1% | $92,893-27.2% | $65,185+3.7% |
| Participation rate | 56.9% | 68.8%-11.9pp | 76.0%-19.1pp | 70.2%-13.3pp |
| Annual return | 19.73% | 28.75%-9.0pp | 109.41%-89.7pp | 29.38%-9.7pp |
| Employer contribution / active EE | $557 | $2,571-78.3% | $3,653-84.8% | $2,177-74.4% |
| Participant deferral / active EE | $2,678 | $3,108-13.8% | $4,236-36.8% | $3,514-23.8% |
| Admin fee / account holder | $16 | $624-97.5% | $5,794-99.7% | $847-98.1% |