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 |
|---|---|---|
MARY DELANEY CERETTO10+ years Filed as: MARY ANN MCCARTHY Service code 63 819 EAST RAMONA WAY · FRESNO, CA 93704 | 12b-1 Fees | $18,847 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 49 · EIN 71-0294708 ONE ORANGE WAY · WINDSOR, CT 060954774 | Other Services | $1,848 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,808 | $87,013-37.0% | $106,213-48.4% | $80,856-32.2% |
| Participation rate | 55.8% | 70.4%-14.6pp | 75.3%-19.5pp | 67.6%-11.8pp |
| Annual return | 13.13% | 17.05%-3.9pp | 116.14%-103.0pp | 35.59%-22.5pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,373 | $3,986-65.6% | $5,016-72.6% | $4,296-68.0% |
| Admin fee / account holder | $30 | $8,431-99.6% | $11,033-99.7% | $6,918-99.6% |