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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 |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $22,595 |
ASCENSUS LLC3 years Filed as: ASCENSUS C/O FUTURPLAN Service code 49 · EIN 11-3665754 | Other Services | $0 |
Filed as: FLYNN & PIEL INSURANCE SERVICES LLC Service code 55 10809 THORNMINT RD · SAN DIEGO, CA 92127 | Other Commissions | $0 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,804 | $80,724-7.3% | $103,333-27.6% | $74,495+0.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 11.35% | 27.56%-16.2pp | 24.88%-13.5pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $11,973 | $3,157+279.2% | $3,868+209.6% | $2,623+356.5% |
| Participant deferral / active EE | $3,013 | $3,860-21.9% | $5,057-40.4% | $4,346-30.7% |
| Admin fee / account holder | $354 | $2,368-85.1% | $8,355-95.8% | $1,942-81.8% |