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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 |
|---|---|---|
BARCLAY PLANNING GROUP6+ years Filed as: BARCLAY PLANNING GROUP, LLC Service code 14 · EIN 38-3466149 | Plan Administrator | $46,765 |
MORNINGSTAR5 years Service code 27 | Advisory (Plan) | $4,054 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,171 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,199 | $94,833-70.3% | $75,696-62.7% | $86,799-67.5% |
| Participation rate | 70.7% | 79.1%-8.4pp | 74.8%-4.1pp | 72.3%-1.5pp |
| Annual return | 31.91% | 16.91%+15.0pp | 104.53%-72.6pp | 97.91%-66.0pp |
| Employer contribution / active EE | $2,415 | $2,904-16.8% | $2,743-11.9% | $2,405+0.4% |
| Participant deferral / active EE | $1,521 | $3,632-58.1% | $3,821-60.2% | $4,131-63.2% |
| Admin fee / account holder | $18 | $109-83.5% | $3,619-99.5% | $170-89.4% |