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 |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUT Service code 26 · EIN 71-0294708 | Advisory (Participants) | $8,288 |
CORRELL CO.1 year Filed as: CORRELL CO Service code 99 · EIN 36-3492086 | Other Fees | $6,511 |
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 | $95,451 | $89,739+6.4% | $149,718-36.2% | $62,292+53.2% |
| Participation rate | 92.9% | 85.1%+7.8pp | 87.1%+5.9pp | 69.5%+23.4pp |
| Annual return | 17.43% | 21.01%-3.6pp | 1501.63%-1484.2pp | 28.90%-11.5pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,445-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $10,485 | $4,797+118.6% | $6,569+59.6% | $3,169+230.8% |
| Admin fee / account holder | $66 | $551-88.0% | $11,283-99.4% | $479-86.2% |