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 |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $54,984 |
ERP RETIREMENT SERVICES1 year Filed as: ERP NASHVILLE LLC Service code 99 · EIN 84-2389190 | Other Fees | $22,550 |
HOGANTAYLOR LLP1 year Filed as: HOGAN TAYLOR LLP Service code 99 · EIN 73-1413977 | Other Fees | $7,000 |
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 | $51,455 | $95,880-46.3% | $107,525-52.1% | $85,563-39.9% |
| Participation rate | 92.9% | 70.1%+22.7pp | 75.1%+17.8pp | 66.0%+26.9pp |
| Annual return | 20.16% | 68.06%-47.9pp | 181.32%-161.2pp | 31.51%-11.4pp |
| Employer contribution / active EE | $3,877 | $3,812+1.7% | $3,754+3.3% | $2,654+46.1% |
| Participant deferral / active EE | $5,749 | $4,201+36.8% | $5,116+12.4% | $4,375+31.4% |
| Admin fee / account holder | $211 | $1,025-79.4% | $8,919-97.6% | $834-74.7% |