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 RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $28,103 |
AMERICAN FUNDS5 years Filed as: BAYBRIDGE CAPITAL GROUP LLC Service code 99 · EIN 47-5067434 | Other Fees | $18,543 |
REDWOOD PENSIONS, LLC1 year Filed as: REDWOOD PENSIONS LLC Service code 99 · EIN 27-2431450 | Other Fees | $5,540 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,907 | $50,199-50.4% | $70,092-64.5% | $66,914-62.8% |
| Participation rate | 91.8% | 66.3%+25.4pp | 70.5%+21.3pp | 69.8%+22.0pp |
| Annual return | -15.94% | -13.85%-2.1pp | 190.73%-206.7pp | 1.58%-17.5pp |
| Employer contribution / active EE | $0 | $1,864-100.0% | $2,559-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $9,121 | $3,112+193.1% | $3,849+137.0% | $4,237+115.3% |
| Admin fee / account holder | $107 | $600-82.2% | $6,267-98.3% | $593-82.0% |