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 |
|---|---|---|
Filed as: M AND T BANK NATIONAL ASSOCIATION Service code 99 · EIN 16-1486454 | Other Fees | $15,810 |
Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 49 · EIN 11-3271029 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Other Services | $5,878 |
SIGNATURE SECURITIES1 year Service code 22 · EIN 13-4120476 | Insurance Broker | $0 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,902 | $93,182-45.4% | $146,665-65.3% | $79,386-35.9% |
| Participation rate | 89.2% | 76.4%+12.8pp | 80.1%+9.2pp | 70.7%+18.5pp |
| Annual return | 16.79% | 21.61%-4.8pp | 22.74%-6.0pp | 116.85%-100.1pp |
| Employer contribution / active EE | $1,554 | $2,420-35.8% | $4,136-62.4% | $2,427-36.0% |
| Participant deferral / active EE | $5,210 | $4,169+25.0% | $5,506-5.4% | $4,046+28.8% |
| Admin fee / account holder | $95 | $585-83.8% | $10,280-99.1% | $626-84.9% |