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 5-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 |
|---|---|---|
ERISA SERVICES, INC.1 year Filed as: ERISA SERVICES OF GA, LLC Service code 49 PO BOX 24628 · FARRAGUT, TN 37934 | Other Services | $6,310 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $2,126 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $2,126 |
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 | $49,222 | $45,031+9.3% | $84,966-42.1% | $77,643-36.6% |
| Participation rate | 74.9% | 48.7%+26.3pp | 67.5%+7.4pp | 70.6%+4.4pp |
| Annual return | 36.77% | 79.22%-42.4pp | 66.38%-29.6pp | 31.24%+5.5pp |
| Employer contribution / active EE | $3,437 | $1,609+113.6% | $2,727+26.0% | $2,726+26.1% |
| Participant deferral / active EE | $5,385 | $2,807+91.8% | $4,519+19.2% | $4,647+15.9% |
| Admin fee / account holder | $31 | $912-96.6% | $6,149-99.5% | $430-92.9% |