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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.
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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 |
|---|---|---|
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 49 · EIN 82-3719843 P.O. BOX 734602 · CHICAGO, IL 60673 | Other Services | $25,299 |
Filed as: VOYA RETIREMETN ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $12,265 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,395 |
Filed as: VOYA RETIREMENT INS,& ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,763 | $56,102-52.3% | $101,794-73.7% | $102,872-74.0% |
| Participation rate | 87.0% | 70.4%+16.7pp | 69.2%+17.8pp | 73.0%+14.0pp |
| Annual return | 15.75% | 14.06%+1.7pp | 30.53%-14.8pp | 19.06%-3.3pp |
| Employer contribution / active EE | $487 | $1,380-64.7% | $2,289-78.7% | $3,526-86.2% |
| Participant deferral / active EE | $3,378 | $2,801+20.6% | $4,084-17.3% | $5,535-39.0% |
| Admin fee / account holder | $51 | $262-80.4% | $8,777-99.4% | $292-82.5% |