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 37 · EIN 04-2647786 | Loan Processing | $51,038 |
Filed as: VOYA FINANCIAL ADVISORS Service code 27 1275 POST RD SUITE A 17 · FAIRFIELD, CT 06824 | Advisory (Plan) | $50,173 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $72,765 | $155,795-53.3% | $136,294-46.6% | $69,631+4.5% |
| Participation rate | 40.2% | 75.2%-35.0pp | 81.9%-41.7pp | 70.7%-30.5pp |
| Annual return | 23.17% | 232464.33%-232441.2pp | 5155.94%-5132.8pp | 27571.02%-27547.8pp |
| Employer contribution / active EE | $2,213 | $2,991-26.0% | $4,695-52.9% | $2,032+8.9% |
| Participant deferral / active EE | $3,327 | $5,394-38.3% | $6,247-46.7% | $3,224+3.2% |
| Admin fee / account holder | $242 | $128+88.6% | $9,243-97.4% | $110+119.0% |