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) | $268,633 |
BRIAN FREEMAN1 year Filed as: BRIAN REYNOLDS Service code 30 · EIN 36-6527340 | Employee (plan) | $57,570 |
ELITE ADMINISTRATION9+ years Filed as: ELITE ADMINISTRATION & INSURANCE Service code 23 · EIN 36-2238689 | Insurance services | $40,000 |
LOCAL 3 SALES PENSION9+ years Service code 99 · EIN 36-6527340 | Other Fees | $37,136 |
JAMES A. REICHERT3 years Filed as: JAMES H. DUFF Service code 30 · EIN 36-6527340 | Employee (plan) | $35,818 |
CALIBRE CPA GROUP PLLC9+ years Service code 10 · EIN 47-0900880 | Accounting | $13,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,152 | $84,993+20.2% | $129,995-21.4% | $80,160+27.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 78.5%+21.5pp | 72.9%+27.1pp |
| Annual return | 16.73% | 23.76%-7.0pp | -137.18%+153.9pp | 40.38%-23.7pp |
| Employer contribution / active EE | $6,197 | $3,051+103.1% | $4,320+43.5% | $2,978+108.1% |
| Participant deferral / active EE | $4,987 | $4,984+0.1% | $5,820-14.3% | $5,017-0.6% |
| Admin fee / account holder | $153 | $391-60.9% | $10,614-98.6% | $145+5.3% |