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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.
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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 |
|---|---|---|
KRONICK KALADA BERDY & CO., P.C.2+ years Filed as: KRONICK, KALADA, BERDY & CO Service code 99 | Other Fees | $6,750 |
Filed as: VOYA LIFE INSURANCE & ANNUITY CO. Service code 27 · EIN 71-0294708 | Advisory (Plan) | $1,923 |
KRONICK KALADA BERDY & CO., P.C.2+ years Filed as: KRONICK, KALADA, BERDY & CO. Service code 99 · EIN 23-2667890 | Other Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,982 | $46,732-61.5% | $156,549-88.5% | $55,167-67.4% |
| Participation rate | 98.0% | 65.8%+32.2pp | 84.0%+13.9pp | 69.0%+29.0pp |
| Annual return | 6.01% | 17.72%-11.7pp | 32.23%-26.2pp | 169.23%-163.2pp |
| Employer contribution / active EE | $1,533 | $2,105-27.2% | $5,501-72.1% | $1,963-21.9% |
| Participant deferral / active EE | $364 | $2,204-83.5% | $4,871-92.5% | $3,054-88.1% |
| Admin fee / account holder | $7 | $418-98.3% | $13,027-99.9% | $504-98.6% |