Filed December 4, 2025 (most recent of 4 filings on file)
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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $4,650 |
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 | $79,253 | $122,239-35.2% | $184,203-57.0% | $74,495+6.4% |
| Participation rate | 96.7% | 85.5%+11.2pp | 86.8%+9.8pp | 67.2%+29.5pp |
| Annual return | 12.63% | 19.95%-7.3pp | 28.81%-16.2pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $2,177 | $4,537-52.0% | $6,427-66.1% | $2,623-17.0% |
| Participant deferral / active EE | $4,148 | $7,139-41.9% | $9,131-54.6% | $4,346-4.5% |
| Admin fee / account holder | $19 | $1,260-98.5% | $13,901-99.9% | $1,942-99.0% |