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 |
|---|---|---|
Service code 99 · EIN 11-1000111 | Other Fees | $14,140 |
Service code 99 · EIN 04-2675571 | Other Fees | $0 |
RUZOMBERKA HOLLAND RENK SMITH P.C.5+ years Service code 99 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $66,281 | $85,135-22.1% | $98,907-33.0% | $73,409-9.7% |
| Participation rate | 73.7% | 81.1%-7.4pp | 76.0%-2.3pp | 72.2%+1.6pp |
| Annual return | 19.10% | 19.14%0pp | 196.43%-177.3pp | 59.29%-40.2pp |
| Employer contribution / active EE | $903 | $2,721-66.8% | $2,689-66.4% | $2,234-59.6% |
| Participant deferral / active EE | $3,263 | $4,349-25.0% | $4,244-23.1% | $3,805-14.2% |
| Admin fee / account holder | $92 | $139-34.2% | $6,642-98.6% | $158-42.0% |