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 |
|---|---|---|
HOLMAN FRENIA ALLISON PC6 years Filed as: HOLMAN FRENIA ALLISON CPAS, LLC Service code 10 · EIN 22-3480145 1985 CEDAR BRIDGE AVE · LAKEWOOD, NJ 08701 | Accounting | $12,200 |
Filed as: VOYA RETIREMENT ADVISORS LLC Service code 26 · EIN 02-0488491 PO BOX 990070 · HARTFORD, CT 06199 | Advisory (Participants) | $10,622 |
EGPS2 years Filed as: EGPS, INC. Service code 11 · EIN 13-3180178 7734 EXCELSIOR ROAD · BAXTER, MN 56425 | Actuarial | $5,918 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,970 | $86,944+107.0% | $107,525+67.4% | $74,304+142.2% |
| Participation rate | 100.0% | 59.6%+40.4pp | 75.1%+24.9pp | 60.3%+39.7pp |
| Annual return | 12.49% | 23.52%-11.0pp | 181.32%-168.8pp | 29.43%-16.9pp |
| Employer contribution / active EE | $1,932 | $2,757-29.9% | $3,754-48.5% | $2,241-13.8% |
| Participant deferral / active EE | $11,075 | $3,554+211.6% | $5,116+116.5% | $3,767+194.0% |
| Admin fee / account holder | $87 | $3,727-97.7% | $8,919-99.0% | $2,969-97.1% |