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 |
|---|---|---|
TPG CONSULTING, LLC7 years Service code 99 · EIN 47-1245673 | Other Fees | $9,167 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,600 | $101,724-42.4% | $164,813-64.4% | $80,856-27.5% |
| Participation rate | 76.5% | 71.8%+4.7pp | 78.6%-2.1pp | 67.6%+8.9pp |
| Annual return | 10.16% | 16.72%-6.6pp | 69.93%-59.8pp | 35.59%-25.4pp |
| Employer contribution / active EE | $2,729 | $2,953-7.6% | $4,341-37.1% | $2,755-0.9% |
| Participant deferral / active EE | $4,746 | $4,477+6.0% | $6,031-21.3% | $4,296+10.5% |
| Admin fee / account holder | $463 | $8,227-94.4% | $12,690-96.4% | $6,918-93.3% |