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 |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS LLC Service code 26 · EIN 02-0488491 PO BOX 990070 · HARTFORD, CT 06199 | Advisory (Participants) | $13,418 |
HOLMAN FRENIA ALLISON PC5 years Filed as: HOLMAN FRENIA ALLISON CPAS, LLC Service code 10 · EIN 22-3480145 1985 CEDAR BRIDGE AVE · LAKEWOOD, NJ 08701 | Accounting | $11,750 |
EGPS1 year Filed as: EGPS, INC. Service code 11 · EIN 13-3180178 | Actuarial | $5,882 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,047 | $80,724+90.8% | $103,333+49.1% | $74,495+106.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 12.04% | 27.56%-15.5pp | 24.88%-12.8pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $2,071 | $3,157-34.4% | $3,868-46.5% | $2,623-21.0% |
| Participant deferral / active EE | $10,400 | $3,860+169.4% | $5,057+105.6% | $4,346+139.3% |
| Admin fee / account holder | $94 | $2,368-96.0% | $8,355-98.9% | $1,942-95.1% |