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: CETERA INVESTMENT ADVISORS Service code 99 · EIN 36-3258176 | Other Fees | $25,097 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $79,250 | $54,573+45.2% | $90,951-12.9% | $73,488+7.8% |
| Participation rate | 78.0% | 61.2%+16.8pp | 69.0%+8.9pp | 70.7%+7.3pp |
| Annual return | 19.13% | 16.69%+2.4pp | 134.60%-115.5pp | 28.51%-9.4pp |
| Employer contribution / active EE | $1,630 | $991+64.4% | $2,122-23.2% | $2,270-28.2% |
| Participant deferral / active EE | $4,654 | $2,517+84.9% | $3,373+38.0% | $3,740+24.5% |
| Admin fee / account holder | $450 | $521-13.8% | $5,959-92.5% | $513-12.4% |