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 |
|---|---|---|
Filed as: VOYA RETIREMENT INSUR & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,541 |
TRI-AD ACTUARIES, INC.3+ years Filed as: TRI-STATE PLAN ADMINISTRATION, INC. Service code 99 · EIN 31-1214674 | Other Fees | $2,150 |
MORNINGSTAR3+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $1,537 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $101,116 | $80,753+25.2% | $136,294-25.8% | $62,292+62.3% |
| Participation rate | 94.0% | 73.5%+20.4pp | 81.9%+12.0pp | 69.5%+24.4pp |
| Annual return | 18.72% | 35.83%-17.1pp | 5155.94%-5137.2pp | 28.90%-10.2pp |
| Employer contribution / active EE | $3,056 | $2,884+6.0% | $4,695-34.9% | $2,042+49.6% |
| Participant deferral / active EE | $12,220 | $5,164+136.6% | $6,247+95.6% | $3,169+285.6% |
| Admin fee / account holder | $33 | $525-93.7% | $9,243-99.6% | $479-93.1% |