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 7-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 |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $28,883 |
CALDWELL TRUST COMPANY2 years Service code 99 | Other Fees | $8,881 |
CALDWELL TRUST COMPANY2 years Filed as: CALDWELL TRUST COPMANY Service code 99 · EIN 65-0376693 | Other Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $9,800 | $51,197-80.9% | $82,719-88.2% | $66,914-85.4% |
| Participation rate | 86.3% | 67.8%+18.5pp | 72.6%+13.8pp | 69.8%+16.5pp |
| Annual return | -10.82% | -9.64%-1.2pp | 701.18%-712.0pp | 1.58%-12.4pp |
| Employer contribution / active EE | $1,511 | $2,611-42.1% | $3,009-49.8% | $2,544-40.6% |
| Participant deferral / active EE | $2,224 | $3,458-35.7% | $4,395-49.4% | $4,237-47.5% |
| Admin fee / account holder | $151 | $416-63.7% | $5,329-97.2% | $593-74.6% |