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 |
|---|---|---|
Filed as: ANCORA RETIREMENT PLAN ADVISORS Service code 99 | Other Fees | $12,345 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO. Service code 27 | Advisory (Plan) | $2,501 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVSTMT MGMT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $232 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $232 |
Filed as: ANCORA RETIREMENT PLAN ADVISORS INC Service code 99 · EIN 23-2697799 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,529 | $60,124-44.2% | $90,404-62.9% | $79,858-58.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 11.69% | 71.94%-60.3pp | 1293.02%-1281.3pp | 31.71%-20.0pp |
| Employer contribution / active EE | $5,070 | $2,068+145.2% | $3,262+55.4% | $2,471+105.2% |
| Participant deferral / active EE | $1,321 | $2,938-55.0% | $3,963-66.7% | $3,740-64.7% |
| Admin fee / account holder | $28 | $3,976-99.3% | $5,611-99.5% | $5,306-99.5% |