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: VOYA RETIREMENT INS. & ANNUITY CO Service code 27 | Advisory (Plan) | $2,752 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $671 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,766 | $55,449+36.6% | $83,848-9.6% | $56,287+34.6% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -5.80% | -1.38%-4.4pp | 850.88%-856.7pp | -9.96%+4.2pp |
| Employer contribution / active EE | $3,492 | $2,430+43.7% | $3,631-3.8% | $2,111+65.4% |
| Participant deferral / active EE | $7,002 | $2,935+138.5% | $4,082+71.5% | $3,350+109.0% |
| Admin fee / account holder | $30 | $656-95.5% | $5,478-99.5% | $521-94.3% |