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 |
|---|---|---|
BUCKLEY GENT MACDONALD & CARTY, P.C1 year Service code 10 · EIN 14-1744775 | Accounting | $25,076 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,581 | $45,035-38.8% | $62,995-56.2% | $70,131-60.7% |
| Participation rate | 91.7% | 69.5%+22.1pp | 74.8%+16.9pp | 69.5%+22.1pp |
| Annual return | 10.74% | 18.76%-8.0pp | 87.57%-76.8pp | 73.14%-62.4pp |
| Employer contribution / active EE | $3,482 | $2,051+69.8% | $2,759+26.2% | $2,342+48.7% |
| Participant deferral / active EE | $1,678 | $2,465-31.9% | $3,329-49.6% | $3,332-49.6% |
| Admin fee / account holder | $214 | $2,834-92.5% | $3,600-94.1% | $4,645-95.4% |