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 |
|---|---|---|
Filed as: VOYA RETIREMENT INSUR AND ANNUITY Service code 13 · EIN 71-0294708 | Contract Administrator | $106,691 |
NOVAK FRANCELLA LLC2+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $18,205 |
FEDERATION PENSION BUREAU2+ years Filed as: FEDERATION PENSION BUREAU, INC. Service code 17 · EIN 13-1787163 | Pension Consulting | $18,000 |
JAMES GRISI PC1+ years Service code 29 | Legal | $5,093 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $30,599-100.0% | $74,583-100.0% | $57,658-100.0% |
| Participation rate | 0.0% | 49.1%-49.1pp | 68.1%-68.1pp | 70.2%-70.2pp |
| Annual return | 5.15% | 14.24%-9.1pp | 20.47%-15.3pp | 5.13%0pp |
| Employer contribution / active EE | $2,727 | $1,000+172.8% | $2,525+8.0% | $1,974+38.2% |
| Participant deferral / active EE | $202 | $1,805-88.8% | $3,458-94.1% | $3,061-93.4% |
| Admin fee / account holder | $0 | $98-100.0% | $4,138-100.0% | $95-100.0% |