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 | $120,794 |
Filed as: VOYA FINANCIAL ADVISORS INC Service code 27 · EIN 41-0945505 | Advisory (Plan) | $87,214 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $15,587 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,439 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 51 · EIN 33-0905143 | Investment Mgmt Fees | $8,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $71,620 | $101,523-29.5% | $141,162-49.3% | $77,787-7.9% |
| Participation rate | 59.5% | 77.4%-17.9pp | 82.5%-23.0pp | 73.2%-13.7pp |
| Annual return | 145.88% | 56.22%+89.7pp | 71.39%+74.5pp | 32.57%+113.3pp |
| Employer contribution / active EE | $2,482 | $3,341-25.7% | $4,735-47.6% | $2,504-0.9% |
| Participant deferral / active EE | $5,420 | $6,434-15.8% | $6,709-19.2% | $3,967+36.6% |
| Admin fee / account holder | $232 | $92+153.8% | $10,261-97.7% | $100+132.2% |