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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $5,177 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 66 | Other insurance wrap fees; Insurance ... | $0 |
HEALEY AND ASSOCIATES, INC3 years Service code 15 · EIN 01-0343875 PO BOX 599 · PORTLAND, ME 04112 | Recordkeeping | $0 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years 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 | $42,536 | $50,815-16.3% | $155,509-72.6% | $77,643-45.2% |
| Participation rate | 75.0% | 63.1%+11.9pp | 78.2%-3.2pp | 70.6%+4.4pp |
| Annual return | 13.81% | 34.80%-21.0pp | 64.67%-50.9pp | 31.24%-17.4pp |
| Employer contribution / active EE | $1,826 | $1,993-8.4% | $4,672-60.9% | $2,726-33.0% |
| Participant deferral / active EE | $2,784 | $2,822-1.4% | $5,626-50.5% | $4,647-40.1% |
| Admin fee / account holder | $6 | $437-98.7% | $15,912-100.0% | $430-98.7% |