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.
See the 10-year trajectory. $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: GOLDEN STAR TECHNOLOGY Service code 99 · EIN 33-3000333 | Other Fees | $7,691 |
Service code 99 · EIN 61-1758632 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSURAANCE Service code 49 · EIN 71-0294708 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $45,998 | $84,487-45.6% | $125,339-63.3% | $66,914-31.3% |
| Participation rate | 61.9% | 76.4%-14.5pp | 82.4%-20.5pp | 69.8%-7.9pp |
| Annual return | -18.42% | -8.39%-10.0pp | 572.05%-590.5pp | 1.58%-20.0pp |
| Employer contribution / active EE | $1,977 | $3,553-44.4% | $4,814-58.9% | $2,544-22.3% |
| Participant deferral / active EE | $4,573 | $6,781-32.6% | $7,446-38.6% | $4,237+7.9% |
| Admin fee / account holder | $343 | $685-49.9% | $10,010-96.6% | $593-42.1% |