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 |
|---|---|---|
Service code 15 100 MADISON STREET · SYRACUSE, NY 13202 | Recordkeeping | $27,464 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 15 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,923 | $55,472-82.1% | $155,567-93.6% | $74,546-86.7% |
| Participation rate | 70.4% | 61.9%+8.5pp | 78.2%-7.8pp | 67.2%+3.2pp |
| Annual return | 12.09% | 268.72%-256.6pp | 64.74%-52.6pp | 1366.03%-1353.9pp |
| Employer contribution / active EE | $1,305 | $2,269-42.5% | $4,674-72.1% | $2,624-50.3% |
| Participant deferral / active EE | $777 | $2,838-72.6% | $5,628-86.2% | $4,347-82.1% |
| Admin fee / account holder | $76 | $1,743-95.7% | $15,916-99.5% | $1,944-96.1% |