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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $130,431 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVIOSRS Service code 99 | Other Fees | $45,877 |
DEMBO, JONES, HEALY, PENNINGTON & M10+ years Service code 10 · EIN 52-1073331 | Accounting | $13,000 |
MORNINGSTAR10+ years Service code 27 | Advisory (Plan) | $6,414 |
MORNINGSTAR5 years Filed as: MORNINGSTART Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS Service code 21 · EIN 34-1542819 | Bank Trustee | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,744 | $101,317+91.2% | $146,958+31.8% | $74,495+160.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 14.86% | 8730.91%-8716.0pp | 418.34%-403.5pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $4,874 | $3,810+27.9% | $4,933-1.2% | $2,623+85.8% |
| Participant deferral / active EE | $8,356 | $7,303+14.4% | $8,070+3.5% | $4,346+92.3% |
| Admin fee / account holder | $588 | $1,739-66.2% | $12,998-95.5% | $1,942-69.7% |