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 |
|---|---|---|
TITAN RETIREMENT ADVISORS, LLC2 years Filed as: TITAN RETIREMENT ADVISORS Service code 99 · EIN 26-0091256 | Other Fees | $29,579 |
Filed as: CALTON AND ASSOCIATES Service code 99 · EIN 59-2845944 | Other Fees | $6,447 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,882 | $50,666-23.3% | $76,817-49.4% | $65,185-40.4% |
| Participation rate | 93.4% | 68.8%+24.6pp | 72.1%+21.4pp | 70.2%+23.2pp |
| Annual return | 23.51% | 28.51%-5.0pp | 1166.11%-1142.6pp | 29.38%-5.9pp |
| Employer contribution / active EE | $1,384 | $1,575-12.1% | $2,302-39.9% | $2,177-36.4% |
| Participant deferral / active EE | $4,404 | $2,647+66.4% | $3,336+32.0% | $3,514+25.3% |
| Admin fee / account holder | $46 | $463-90.1% | $6,420-99.3% | $847-94.6% |