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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.
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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 33-3000333 | Other Fees | $16,367 |
Filed as: POSTLETHWAITE AND NETTERVILLE Service code 99 · EIN 22-2000222 | Other Fees | $6,700 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $1,897 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $5 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,011 | $65,435+17.7% | $86,677-11.2% | $66,914+15.1% |
| Participation rate | 71.9% | 75.5%-3.6pp | 76.6%-4.7pp | 69.8%+2.0pp |
| Annual return | -18.74% | -10.89%-7.9pp | 35.91%-54.7pp | 1.58%-20.3pp |
| Employer contribution / active EE | $1,257 | $2,153-41.6% | $2,836-55.7% | $2,544-50.6% |
| Participant deferral / active EE | $4,459 | $4,100+8.7% | $4,656-4.2% | $4,237+5.2% |
| Admin fee / account holder | $537 | $642-16.2% | $7,493-92.8% | $593-9.4% |