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 49 P.O. BOX 54 · FRANKLIN SQ, NY 11010 | Other Services | $20,471 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $8,563 |
KUSHNER LAGRAIZE, LLC1 year Filed as: KUSHNER LAGRAIZE LLC Service code 99 · EIN 72-1042866 | Other Fees | $7,332 |
MORNINGSTAR4 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $6,436 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $294,429 | $101,317+190.6% | $146,958+100.3% | $74,495+295.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.09% | 8730.91%-8715.8pp | 418.34%-403.2pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $9,099 | $3,810+138.8% | $4,933+84.4% | $2,623+246.9% |
| Participant deferral / active EE | $13,944 | $7,303+90.9% | $8,070+72.8% | $4,346+220.9% |
| Admin fee / account holder | $57 | $1,739-96.7% | $12,998-99.6% | $1,942-97.1% |