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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,923 |
Filed as: VOYA FINANCIAL ADVISORS INC Service code 55 909 LOCUST ST · DES MOINES, IA 50309 | Other Commissions | $3,583 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $43,940 | $60,165-27.0% | $74,183-40.8% | $55,167-20.4% |
| Participation rate | 65.4% | 74.2%-8.8pp | 76.6%-11.3pp | 69.0%-3.6pp |
| Annual return | 8.83% | 10.00%-1.2pp | 17.74%-8.9pp | 169.23%-160.4pp |
| Employer contribution / active EE | $1,261 | $1,600-21.2% | $2,370-46.8% | $1,963-35.8% |
| Participant deferral / active EE | $2,034 | $2,973-31.6% | $3,550-42.7% | $3,054-33.4% |
| Admin fee / account holder | $45 | $419-89.3% | $5,586-99.2% | $504-91.1% |