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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 |
|---|---|---|
LAKE CITY BANK9+ years Service code 99 · EIN 35-0458180 | Other Fees | $39,221 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,645 | $70,669+138.6% | $169,368-0.4% | $75,163+124.4% |
| Participation rate | 90.9% | 64.8%+26.1pp | 77.1%+13.8pp | 67.2%+23.7pp |
| Annual return | 17.71% | 36.36%-18.7pp | 405.60%-387.9pp | 160.62%-142.9pp |
| Employer contribution / active EE | $2,762 | $2,211+24.9% | $4,013-31.2% | $2,670+3.4% |
| Participant deferral / active EE | $5,201 | $4,311+20.7% | $6,221-16.4% | $4,125+26.1% |
| Admin fee / account holder | $623 | $5,402-88.5% | $9,003-93.1% | $5,651-89.0% |