See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR6+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $20,512 |
Filed as: VOYA RETIREMENT INSURANCE Service code 27 | Advisory (Plan) | $16,550 |
MIKE UYLAKI1 year Filed as: MIKE FINE Service code 99 · EIN 11-1000111 | Other Fees | $13,723 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $10,457 |
TRUOG-RYDING COMPANY, INC.4 years Filed as: TRUOG-RYDING COMPANY INC Service code 99 · EIN 95-3497679 | Other Fees | $9,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $161,284 | $73,638+119.0% | $95,952+68.1% | $73,488+119.5% |
| Participation rate | 99.4% | 76.2%+23.2pp | 77.1%+22.3pp | 70.7%+28.7pp |
| Annual return | 14.73% | 16.78%-2.1pp | 91.61%-76.9pp | 28.51%-13.8pp |
| Employer contribution / active EE | $2,458 | $1,863+31.9% | $2,541-3.3% | $2,270+8.3% |
| Participant deferral / active EE | $7,799 | $3,617+115.6% | $4,167+87.2% | $3,740+108.6% |
| Admin fee / account holder | $162 | $482-66.4% | $6,795-97.6% | $513-68.4% |