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 9-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $100,765 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $19,379 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,348 |
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 | $38,249 | $80,360-52.4% | $90,160-57.6% | $77,958-50.9% |
| Participation rate | 96.0% | 81.9%+14.1pp | 76.9%+19.1pp | 71.6%+24.3pp |
| Annual return | 284.74% | 24.56%+260.2pp | 34.88%+249.9pp | 20.87%+263.9pp |
| Employer contribution / active EE | $1,266 | $2,326-45.6% | $3,318-61.8% | $2,310-45.2% |
| Participant deferral / active EE | $5,088 | $5,829-12.7% | $5,288-3.8% | $3,537+43.9% |
| Admin fee / account holder | $58 | $64-8.4% | $5,943-99.0% | $97-40.0% |