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 |
|---|---|---|
JOHN M GLOVER INC3 years Service code 99 · EIN 95-4252550 | Other Fees | $17,486 |
MORNINGSTAR5+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $15,980 |
TRUOG-RYDING COMPANY, INC.3 years Filed as: TRUOG-RYDING COMPANY INC Service code 99 · EIN 95-3497679 | Other Fees | $10,492 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $150,620 | $65,376+130.4% | $87,100+72.9% | $65,185+131.1% |
| Participation rate | 97.7% | 75.3%+22.4pp | 76.9%+20.8pp | 70.2%+27.5pp |
| Annual return | 18.15% | 31.27%-13.1pp | 28.19%-10.0pp | 29.38%-11.2pp |
| Employer contribution / active EE | $3,013 | $1,822+65.3% | $2,521+19.5% | $2,177+38.4% |
| Participant deferral / active EE | $7,066 | $3,388+108.5% | $4,049+74.5% | $3,514+101.1% |
| Admin fee / account holder | $90 | $520-82.7% | $7,497-98.8% | $847-89.4% |