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 |
|---|---|---|
RUTTER WILLIAM RPROF3 years Service code 55 226 SANDRINGHAM CT · KNOXVILLE, TN 37934 | Other Commissions | $26,564 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $9,301 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $5,164 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,874 | $89,436-63.2% | $164,813-80.1% | $77,643-57.7% |
| Participation rate | 76.6% | 78.6%-2.0pp | 78.6%-2.0pp | 70.6%+6.0pp |
| Annual return | 12.17% | 28.83%-16.7pp | 69.93%-57.8pp | 31.24%-19.1pp |
| Employer contribution / active EE | $1,429 | $2,569-44.4% | $4,341-67.1% | $2,726-47.6% |
| Participant deferral / active EE | $2,214 | $4,897-54.8% | $6,031-63.3% | $4,647-52.4% |
| Admin fee / account holder | $21 | $339-93.7% | $12,690-99.8% | $430-95.0% |