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 LLC2 years Service code 49 · EIN 25-1838406 4 BEDFORD FARMS RD · BEDFORD, NH 03110 | Other Services | $24,208 |
Filed as: VOYA RETIREMENT INSURANCE Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $22,778 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,811 | $130,194+26.6% | $169,993-3.0% | $71,457+130.6% |
| Participation rate | 99.3% | 86.1%+13.2pp | 87.0%+12.3pp | 67.9%+31.4pp |
| Annual return | 17.68% | 20.37%-2.7pp | 53.37%-35.7pp | 28.85%-11.2pp |
| Employer contribution / active EE | $4,136 | $4,381-5.6% | $6,785-39.0% | $2,588+59.8% |
| Participant deferral / active EE | $6,515 | $6,923-5.9% | $10,408-37.4% | $4,289+51.9% |
| Admin fee / account holder | $120 | $966-87.6% | $12,815-99.1% | $1,587-92.4% |