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 INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $1,184,647 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $201,702 |
SAGE ADVISORY SERVICES3+ years Filed as: SAGE VIEW ADVISORY Service code 27 · EIN 53-0819607 | Advisory (Plan) | $65,064 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,040 | $100,589-70.1% | $136,294-78.0% | $177,276-83.1% |
| Participation rate | 91.0% | 77.4%+13.5pp | 81.9%+9.0pp | 74.8%+16.1pp |
| Annual return | 17.29% | 39.18%-21.9pp | 5155.94%-5138.6pp | 21.25%-4.0pp |
| Employer contribution / active EE | $2,974 | $3,259-8.8% | $4,695-36.7% | $2,479+20.0% |
| Participant deferral / active EE | $3,481 | $5,830-40.3% | $6,247-44.3% | $3,881-10.3% |
| Admin fee / account holder | $98 | $55+78.5% | $9,243-98.9% | $154-36.6% |