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 |
|---|---|---|
BRIXEY & MEYER1 year Filed as: BRIXEY AND MEYER Service code 99 · EIN 30-0132514 | Other Fees | $6,529 |
Service code 49 | Other Services | $1,751 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
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 | $36,373 | $80,724-54.9% | $103,333-64.8% | $74,495-51.2% |
| Participation rate | 84.3% | 65.7%+18.7pp | 74.5%+9.8pp | 67.2%+17.1pp |
| Annual return | 14.04% | 27.56%-13.5pp | 24.88%-10.8pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $2,970 | $3,157-5.9% | $3,868-23.2% | $2,623+13.2% |
| Participant deferral / active EE | $3,024 | $3,860-21.7% | $5,057-40.2% | $4,346-30.4% |
| Admin fee / account holder | $137 | $2,368-94.2% | $8,355-98.4% | $1,942-92.9% |