See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR9+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $13,907 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $13,907 |
MIKE UYLAKI4 years Filed as: MIKE FINE Service code 99 · EIN 46-3919960 | Other Fees | $11,250 |
GRP FINANCIAL1 year Service code 99 · EIN 47-1411118 | Other Fees | $9,570 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $8,486 |
TRUOG-RYDING COMPANY, INC.7 years Filed as: TRUOG-RYDING COMPANY INC Service code 99 · EIN 95-3497679 2659 TOWNSGATE RD. #101 · WESTLAKE VILLAGE, CA 91361 | Other Fees | $7,962 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,477 | $76,050+120.2% | $96,544+73.5% | $71,457+134.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 15.60% | 22.81%-7.2pp | 25.84%-10.2pp | 28.85%-13.3pp |
| Employer contribution / active EE | $4,003 | $2,244+78.4% | $2,965+35.0% | $2,588+54.7% |
| Participant deferral / active EE | $9,260 | $4,215+119.7% | $4,851+90.9% | $4,289+115.9% |
| Admin fee / account holder | $334 | $2,707-87.7% | $8,252-96.0% | $1,587-79.0% |