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 99 · EIN 68-0567456 6720 N SCOTTSDALE RD · SCOTTSDALE, AZ 85253 | Other Fees | $19,722 |
BCJ CAPITAL MANAGEMENT LLC3 years Service code 99 · EIN 82-3738447 6720 N SCOTTSDALE RD · SCOTTSDALE, AZ 85253 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,171 | $61,156+160.3% | $185,823-14.3% | $79,386+100.5% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 16.20% | 19.45%-3.2pp | 122.05%-105.8pp | 116.85%-100.6pp |
| Employer contribution / active EE | $8,164 | $2,321+251.8% | $5,167+58.0% | $2,427+236.3% |
| Participant deferral / active EE | $5,164 | $2,789+85.2% | $5,568-7.2% | $4,046+27.7% |
| Admin fee / account holder | $472 | $710-33.5% | $16,237-97.1% | $626-24.7% |