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 |
|---|---|---|
LPL FINANCIAL3 years Service code 99 · EIN 04-3046611 | Other Fees | $23,867 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $9,913 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $57,006 | $49,138+16.0% | $84,015-32.1% | $65,185-12.5% |
| Participation rate | 74.2% | 60.7%+13.5pp | 69.0%+5.2pp | 70.2%+4.0pp |
| Annual return | 19.96% | 23.00%-3.0pp | 71.31%-51.3pp | 29.38%-9.4pp |
| Employer contribution / active EE | $716 | $914-21.7% | $1,983-63.9% | $2,177-67.1% |
| Participant deferral / active EE | $2,723 | $2,397+13.6% | $3,239-15.9% | $3,514-22.5% |
| Admin fee / account holder | $63 | $543-88.4% | $6,101-99.0% | $847-92.5% |