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: ANCORA RETIREMENT PLAN ADVISORS INC Service code 99 · EIN 23-2697799 | Other Fees | $13,145 |
DEFINITI LLC3 years Service code 49 | Other Services | $2,733 |
MORNINGSTAR4 years Service code 27 | Advisory (Plan) | $834 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO. Service code 64 | Recordkeeping Fees | $152 |
Filed as: VOYA RETIREMENT INS AND ANNUITY COM Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $46,476 | $67,984-31.6% | $65,493-29.0% | $74,304-37.5% |
| Participation rate | 97.4% | 66.3%+31.1pp | 73.1%+24.3pp | 60.3%+37.1pp |
| Annual return | 12.82% | 19.87%-7.1pp | 982.45%-969.6pp | 29.43%-16.6pp |
| Employer contribution / active EE | $3,582 | $2,491+43.8% | $2,574+39.1% | $2,241+59.8% |
| Participant deferral / active EE | $3,333 | $3,346-0.4% | $3,961-15.9% | $3,767-11.5% |
| Admin fee / account holder | $43 | $1,373-96.9% | $5,028-99.1% | $2,969-98.5% |