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 | Claims processing; Direct payment fro... | $144,140 |
Filed as: VOYA FINANCIAL ADVISORS, INC. Service code 16 909 LOCUST STREET · DES MOINES, IA 50309 | Consulting | $6,970 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $119,986 | $84,948+41.2% | $70,449+70.3% | $73,409+63.4% |
| Participation rate | 99.3% | 79.9%+19.4pp | 75.1%+24.2pp | 72.2%+27.1pp |
| Annual return | 3.37% | 13.39%-10.0pp | 109.03%-105.7pp | 59.29%-55.9pp |
| Employer contribution / active EE | $5,301 | $2,834+87.0% | $2,737+93.7% | $2,234+137.3% |
| Participant deferral / active EE | $4,970 | $3,387+46.7% | $3,709+34.0% | $3,805+30.6% |
| Admin fee / account holder | $360 | $98+267.3% | $3,845-90.6% | $158+128.2% |