Filed July 6, 2021
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 59-2937883 | Other Fees | $106,538 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $32,777 |
NEWPORT GROUP, INC.4 years Service code 49 35 IRON POINT CIR · FOLSOM, CA 95630 | Other Services | $32,467 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,672 | $2,679,533-97.8% | $164,813-64.4% | $199,593-70.6% |
| Participation rate | 90.3% | 78.3%+12.0pp | 78.6%+11.7pp | 72.0%+18.4pp |
| Annual return | 22.86% | 17.93%+4.9pp | 69.93%-47.1pp | 34.25%-11.4pp |
| Employer contribution / active EE | $1,454 | $2,970-51.0% | $4,341-66.5% | $3,034-52.1% |
| Participant deferral / active EE | $4,708 | $5,010-6.0% | $6,031-21.9% | $5,087-7.4% |
| Admin fee / account holder | $25 | $1,982-98.7% | $12,690-99.8% | $269-90.7% |