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 9-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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Claims ... | $91,138 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Filed as: VOYA FINANCIAL ADVISORS, INC. Service code 16 909 LOCUST STREET · DES MOINES, IA 50309 | Consulting | $0 |
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 | $115,290 | $57,976+98.9% | $62,995+83.0% | $62,292+85.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.84% | 17.54%-2.7pp | 87.57%-72.7pp | 28.90%-14.1pp |
| Employer contribution / active EE | $5,602 | $2,415+132.0% | $2,759+103.1% | $2,042+174.3% |
| Participant deferral / active EE | $5,697 | $2,956+92.7% | $3,329+71.1% | $3,169+79.8% |
| Admin fee / account holder | $253 | $276-8.2% | $3,600-93.0% | $479-47.2% |