Filed June 8, 2018
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 |
|---|---|---|
SETAWAY LLC1 year Service code 49 · EIN 25-1838406 5 BEDFORD FARMS DR · BEDFORD, NH 03110 | Other Services | $33,206 |
Filed as: VOYA RETIREMENT INSURANCE Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $11,035 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,153 | $102,553+50.3% | $151,611+1.7% | $66,914+130.4% |
| Participation rate | 97.1% | 85.5%+11.6pp | 87.5%+9.6pp | 69.8%+27.3pp |
| Annual return | -7.81% | -10.82%+3.0pp | 3.33%-11.1pp | 1.58%-9.4pp |
| Employer contribution / active EE | $3,969 | $4,180-5.1% | $6,166-35.6% | $2,544+56.0% |
| Participant deferral / active EE | $6,308 | $6,641-5.0% | $8,363-24.6% | $4,237+48.9% |
| Admin fee / account holder | $66 | $630-89.6% | $11,616-99.4% | $593-88.9% |