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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA RET INSURANCE AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $9,254 |
Filed as: CBIZ CPAS P.C. Service code 99 · EIN 43-1947695 | Other Fees | $8,976 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICS Service code 49 | Other Services | $4,931 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 49 10319 DAWSONS CREEK BLVD · FORT WAYNE, IN 46825 | Other Services | $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 | $88,190 | $86,944+1.4% | $107,525-18.0% | $74,304+18.7% |
| Participation rate | 95.5% | 59.6%+35.9pp | 75.1%+20.4pp | 60.3%+35.1pp |
| Annual return | 15.47% | 23.52%-8.1pp | 181.32%-165.9pp | 29.43%-14.0pp |
| Employer contribution / active EE | $5,993 | $2,757+117.4% | $3,754+59.7% | $2,241+167.4% |
| Participant deferral / active EE | $5,573 | $3,554+56.8% | $5,116+8.9% | $3,767+47.9% |
| Admin fee / account holder | $208 | $3,727-94.4% | $8,919-97.7% | $2,969-93.0% |