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 |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $73,100 |
Service code 13 · EIN 56-2263714 | Contract Administrator | $52,425 |
M HOLDINGS SECURITIES INC3 years Service code 99 | Other Fees | $27,985 |
M HOLDING SECURITIES, INC.6 years Filed as: M HOLDING SECURITIES Service code 99 · EIN 91-1802259 | Other Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,653 | $55,416-73.6% | $75,972-80.7% | $77,643-81.1% |
| Participation rate | 94.6% | 63.6%+31.1pp | 69.1%+25.6pp | 70.6%+24.1pp |
| Annual return | 12.86% | 17.07%-4.2pp | 359.55%-346.7pp | 31.24%-18.4pp |
| Employer contribution / active EE | $723 | $1,788-59.5% | $2,685-73.1% | $2,726-73.5% |
| Participant deferral / active EE | $3,290 | $3,447-4.6% | $4,255-22.7% | $4,647-29.2% |
| Admin fee / account holder | $121 | $414-70.8% | $6,467-98.1% | $430-71.9% |