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: VOYA LIFE INSURANCE AND ANNUITY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $112,391 |
LOCAL 3 SALES PENSION8+ years Service code 99 · EIN 36-6527340 | Other Fees | $94,822 |
JAMES A. REICHERT2 years Filed as: JAMES H. DUFF Service code 30 · EIN 36-6527340 | Employee (plan) | $40,613 |
ELITE ADMINISTRATION8+ years Filed as: ELITE ADMINISTRATION & INSURANCE Service code 23 · EIN 36-2238689 | Insurance services | $40,000 |
WITHUMSMITH+BROWN, PC1 year Filed as: FLORENCE MARTINEZ Service code 30 · EIN 36-6527340 | Employee (plan) | $26,600 |
CALIBRE CPA GROUP PLLC8+ years Service code 10 · EIN 47-0900880 | Accounting | $23,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,658 | $84,000+11.5% | $119,609-21.7% | $77,904+20.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 79.3%+20.7pp | 73.7%+26.3pp |
| Annual return | -13.51% | -11.59%-1.9pp | -14.97%+1.5pp | 12.21%-25.7pp |
| Employer contribution / active EE | $6,326 | $2,907+117.6% | $4,232+49.5% | $2,848+122.1% |
| Participant deferral / active EE | $5,344 | $4,705+13.6% | $5,602-4.6% | $4,806+11.2% |
| Admin fee / account holder | $116 | $116-0.2% | $10,323-98.9% | $133-12.8% |