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 LLC3 years Service code 49 · EIN 25-1838406 | Other Services | $28,956 |
Filed as: VOYA RETIREMENT INSURANCE Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $25,230 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,998 | $122,239+53.0% | $184,203+1.5% | $74,495+151.0% |
| Participation rate | 98.7% | 85.5%+13.2pp | 86.8%+11.9pp | 67.2%+31.5pp |
| Annual return | 14.43% | 19.95%-5.5pp | 28.81%-14.4pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $4,545 | $4,537+0.2% | $6,427-29.3% | $2,623+73.3% |
| Participant deferral / active EE | $7,836 | $7,139+9.8% | $9,131-14.2% | $4,346+80.3% |
| Admin fee / account holder | $128 | $1,260-89.8% | $13,901-99.1% | $1,942-93.4% |