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 |
|---|---|---|
BETTE KARPIN2 years Service code 99 · EIN 23-3101180 P.O. BOX 247 · BRYN MAWR, PA 19010 | Other Fees | $22,704 |
Filed as: VOYA RETIREMENT INSURANCE AND Service code 26 · EIN 71-0294708 ANNUITY CO. · HARTFORD, CT 061990067 | Advisory (Participants) | $7,172 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,457 | $51,620+24.9% | $90,281-28.6% | $65,185-1.1% |
| Participation rate | 74.6% | 68.6%+6.0pp | 73.3%+1.4pp | 70.2%+4.4pp |
| Annual return | 21.94% | 24.94%-3.0pp | 78.10%-56.2pp | 29.38%-7.4pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,854-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,281 | $2,871-20.5% | $3,885-41.3% | $3,514-35.1% |
| Admin fee / account holder | $264 | $384-31.4% | $5,351-95.1% | $847-68.9% |