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 |
|---|---|---|
CORRELL CO.1+ years Filed as: CORRELL COMPANY Service code 99 | Other Fees | $7,525 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUT Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,083 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 99 | Other Fees | $1,213 |
CORRELL CO.1+ years Service code 99 · EIN 36-3492086 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $85,425 | $70,667+20.9% | $123,104-30.6% | $52,331+63.2% |
| Participation rate | 90.2% | 83.7%+6.5pp | 86.8%+3.4pp | 68.1%+22.1pp |
| Annual return | -2.05% | 6.23%-8.3pp | 13.22%-15.3pp | 4.54%-6.6pp |
| Employer contribution / active EE | $0 | $2,946-100.0% | $5,151-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $10,510 | $4,493+133.9% | $6,230+68.7% | $3,022+247.8% |
| Admin fee / account holder | $30 | $506-94.0% | $9,015-99.7% | $592-94.9% |