Filed April 28, 2025 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $37,080 |
SHUSTER ADVISORY GROUP, LLC2 years Service code 99 · EIN 46-4984194 | Other Fees | $20,208 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,522 | $26,549+188.2% | $61,373+24.7% | $66,914+14.4% |
| Participation rate | 51.0% | 38.1%+12.9pp | 52.6%-1.5pp | 69.8%-18.8pp |
| Annual return | -15.48% | -16.21%+0.7pp | 338.61%-354.1pp | 1.58%-17.1pp |
| Employer contribution / active EE | $1,176 | $651+80.5% | $1,159+1.4% | $2,544-53.8% |
| Participant deferral / active EE | $2,512 | $1,338+87.7% | $2,125+18.2% | $4,237-40.7% |
| Admin fee / account holder | $265 | $409-35.2% | $2,130-87.6% | $593-55.4% |