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: NIELSEN BENEFITS & RETIREMENT Service code 99 · EIN 33-0905143 | Other Fees | $62,535 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $12,498 |
Filed as: ROORDA, PIQUET AND BESSE, INC Service code 99 · EIN 33-0252865 | Other Fees | $12,000 |
THE RYDING COMPANY6 years Service code 49 · EIN 95-3497679 2659 TOWNSGATE RD. · WESTLAKE VILLAGE, CA 91361 | Other Services | $11,755 |
Filed as: VOYA RETIREMENT SERVICES Service code 27 | Advisory (Plan) | $3,691 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO. Service code 64 | Recordkeeping Fees | $3 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $101,536 | $101,317+0.2% | $146,958-30.9% | $74,495+36.3% |
| Participation rate | 98.9% | 75.5%+23.4pp | 82.2%+16.7pp | 67.2%+31.7pp |
| Annual return | 14.04% | 8730.91%-8716.9pp | 418.34%-404.3pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $2,240 | $3,810-41.2% | $4,933-54.6% | $2,623-14.6% |
| Participant deferral / active EE | $10,174 | $7,303+39.3% | $8,070+26.1% | $4,346+134.1% |
| Admin fee / account holder | $354 | $1,739-79.6% | $12,998-97.3% | $1,942-81.8% |