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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 3-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 AND ANNUI Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $61 |
EZTPA, LLC1 year Service code 49 228 SPRING ROAD · MALVERN, PA 19355 | Other Services | $0 |
RMR WEALTH BUILDERS INC1 year Service code 99 · EIN 11-2812983 111 GROVE STREET · MONTCLAIR, NJ 07042 | Other Fees | $0 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,274 | $79,013-90.8% | $100,391-92.8% | $74,495-90.2% |
| Participation rate | 74.8% | 79.5%-4.7pp | 81.5%-6.7pp | 67.2%+7.6pp |
| Annual return | 28.04% | 20.41%+7.6pp | 49.20%-21.2pp | 1364.94%-1336.9pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,957 | $7,760-61.9% | $8,082-63.4% | $4,346-32.0% |
| Admin fee / account holder | $104 | $1,320-92.1% | $7,899-98.7% | $1,942-94.6% |