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 |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $27,948 |
SETAWAY LLC4 years Service code 49 · EIN 25-1838406 | Other Services | $22,505 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,936 | $132,049+56.0% | $200,582+2.7% | $74,304+177.2% |
| Participation rate | 99.4% | 84.1%+15.3pp | 86.9%+12.5pp | 60.3%+39.0pp |
| Annual return | 16.74% | 22.22%-5.5pp | 42.33%-25.6pp | 29.43%-12.7pp |
| Employer contribution / active EE | $5,262 | $4,558+15.5% | $6,419-18.0% | $2,241+134.8% |
| Participant deferral / active EE | $9,561 | $7,213+32.6% | $9,331+2.5% | $3,767+153.8% |
| Admin fee / account holder | $136 | $2,405-94.4% | $16,305-99.2% | $2,969-95.4% |