Filed September 14, 2017
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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $4,333 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 66 | Insurance mortality and expense charg... | $0 |
HEALEY AND ASSOCIATES, INC2 years Service code 15 · EIN 01-0343875 PO BOX 599 · PORTLAND, ME 04112 | Recordkeeping | $0 |
Filed as: VOYA 71-0294708 Service code 37 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Loan Processing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,726 | $47,126-11.5% | $149,673-72.1% | $74,419-43.9% |
| Participation rate | 76.1% | 63.4%+12.7pp | 78.8%-2.6pp | 70.7%+5.4pp |
| Annual return | 17.05% | 22.75%-5.7pp | 134.42%-117.4pp | 34.38%-17.3pp |
| Employer contribution / active EE | $1,635 | $1,905-14.2% | $4,818-66.1% | $2,637-38.0% |
| Participant deferral / active EE | $3,015 | $2,728+10.5% | $5,680-46.9% | $4,528-33.4% |
| Admin fee / account holder | $6 | $343-98.2% | $13,210-100.0% | $348-98.2% |