See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 13 · EIN 71-0294708 | Contract Administrator | $754,556 |
THE ANGELL PENSION GROUP, INC.1+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $710,368 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $480,709 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY GLOBAL BANKING OP Service code 26 · EIN 20-8764829 | Advisory (Participants) | $98,600 |
CARON & BLETZER, PLLC1+ years Service code 10 · EIN 04-3499945 | Accounting | $36,000 |
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 | $93,219 | $128,056-27.2% | $146,958-36.6% | $106,382-12.4% |
| Participation rate | 94.1% | 67.2%+26.9pp | 82.2%+11.9pp | 69.9%+24.2pp |
| Annual return | 19.32% | 17.89%+1.4pp | 418.34%-399.0pp | 17.37%+1.9pp |
| Employer contribution / active EE | $2,208 | $3,384-34.7% | $4,933-55.2% | $3,364-34.4% |
| Participant deferral / active EE | $8,564 | $7,674+11.6% | $8,070+6.1% | $5,569+53.8% |
| Admin fee / account holder | $120 | $89+35.8% | $12,998-99.1% | $79+51.9% |