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 |
|---|---|---|
FOX ROTHSCHILD LLP6+ years Service code 99 · EIN 23-1404723 | Other Fees | $65,142 |
MORNINGSTAR1 year Filed as: MORNIGSTAR Service code 27 · EIN 36-3297908 | Advisory (Plan) | $11,728 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $404,767 | $99,957+304.9% | $149,696+170.4% | $73,488+450.8% |
| Participation rate | 99.2% | 75.7%+23.5pp | 82.5%+16.8pp | 70.7%+28.6pp |
| Annual return | 15.93% | 53.87%-37.9pp | 276.60%-260.7pp | 28.51%-12.6pp |
| Employer contribution / active EE | $8,538 | $3,191+167.5% | $4,644+83.8% | $2,270+276.1% |
| Participant deferral / active EE | $8,697 | $6,073+43.2% | $6,842+27.1% | $3,740+132.6% |
| Admin fee / account holder | $550 | $551-0.1% | $9,309-94.1% | $513+7.2% |