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 INS. AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $294 |
Service code 49 PO BOX 54 · FRANKLIN SQ, NY 11010 | Other Services | $0 |
MALCOLM THOMPSON & ASSOCIATES2 years Filed as: MALCOLM THOMPSON AND ASSOCIATES Service code 49 · EIN 71-0294708 | Other Services | $0 |
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 | $58,375 | $48,265+20.9% | $68,791-15.1% | $68,494-14.8% |
| Participation rate | 95.7% | 60.7%+35.0pp | 69.0%+26.7pp | 67.9%+27.8pp |
| Annual return | -16.07% | -12.71%-3.4pp | -6.38%-9.7pp | -7.84%-8.2pp |
| Employer contribution / active EE | $657 | $1,829-64.1% | $2,655-75.3% | $2,596-74.7% |
| Participant deferral / active EE | $4,180 | $2,867+45.8% | $3,941+6.1% | $4,027+3.8% |
| Admin fee / account holder | $53 | $4,355-98.8% | $4,932-98.9% | $5,403-99.0% |