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 |
|---|---|---|
TSP ASSOCIATES, INC.1 year Filed as: TSP ASSOCIATES,INC. Service code 99 · EIN 11-1000111 | Other Fees | $10,700 |
MORNINGSTAR2 years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,629 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Employer 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $31,756 | $64,286-50.6% | $90,951-65.1% | $73,409-56.7% |
| Participation rate | 70.6% | 63.6%+7.0pp | 69.0%+1.6pp | 72.2%-1.6pp |
| Annual return | 15.82% | 21.45%-5.6pp | 134.60%-118.8pp | 59.29%-43.5pp |
| Employer contribution / active EE | $19 | $895-97.9% | $2,122-99.1% | $2,234-99.1% |
| Participant deferral / active EE | $3,084 | $2,453+25.7% | $3,373-8.6% | $3,805-19.0% |
| Admin fee / account holder | $84 | $287-70.8% | $5,959-98.6% | $158-46.8% |