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 9-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: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $36,337 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 99 · EIN 36-4291971 | Other Fees | $9,983 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 99 · EIN 35-2552359 | Other Fees | $9,389 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,730 | $84,487-60.1% | $125,339-73.1% | $66,914-49.6% |
| Participation rate | 93.9% | 76.4%+17.5pp | 82.4%+11.5pp | 69.8%+24.1pp |
| Annual return | -13.82% | -8.39%-5.4pp | 572.05%-585.9pp | 1.58%-15.4pp |
| Employer contribution / active EE | $5,614 | $3,553+58.0% | $4,814+16.6% | $2,544+120.7% |
| Participant deferral / active EE | $12,822 | $6,781+89.1% | $7,446+72.2% | $4,237+202.6% |
| Admin fee / account holder | $201 | $685-70.7% | $10,010-98.0% | $593-66.2% |