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 27 | Advisory (Plan) | $17,251 |
ASCENSUS LLC2 years Filed as: ASCENSUS C/O FUTURE PLAN Service code 49 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $0 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $115,134 | $65,061+77.0% | $143,757-19.9% | $66,914+72.1% |
| Participation rate | 86.2% | 65.2%+21.0pp | 80.3%+5.8pp | 69.8%+16.4pp |
| Annual return | -17.17% | -11.14%-6.0pp | -0.04%-17.1pp | 1.58%-18.7pp |
| Employer contribution / active EE | $5,536 | $2,361+134.5% | $4,951+11.8% | $2,544+117.6% |
| Participant deferral / active EE | $4,959 | $2,919+69.9% | $5,637-12.0% | $4,237+17.0% |
| Admin fee / account holder | $56 | $502-88.8% | $14,673-99.6% | $593-90.5% |