Filed May 28, 2026 (most recent of 5 filings on file)
Total covered: 32 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,725 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,420 | $122,239-27.7% | $184,203-52.0% | $74,495+18.7% |
| Participation rate | 71.9% | 85.5%-13.6pp | 86.8%-14.9pp | 67.2%+4.7pp |
| Annual return | 15.15% | 19.95%-4.8pp | 28.81%-13.7pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $1,889 | $4,537-58.4% | $6,427-70.6% | $2,623-28.0% |
| Participant deferral / active EE | $3,148 | $7,139-55.9% | $9,131-65.5% | $4,346-27.6% |
| Admin fee / account holder | $32 | $1,260-97.5% | $13,901-99.8% | $1,942-98.4% |