Filed December 9, 2022
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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 26 · EIN 71-0294708 | Advisory (Participants) | $65,571 |
Service code 33 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Securities brokerage; Other fees | $24,562 |
AEGIS RETIREMENT PARTNERS3 years Filed as: AEGIS RETIREMENT PARTNES, LLC Service code 49 | Other Services | $6,093 |
AEGIS RETIREMENT PARTNERS3 years Filed as: AEGIS RETIREMENT PARTNERS, LLC Service code 49 86 BAKER AVENUE EXTENSION · CONCORD, MA 01742 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,599 | $57,610-46.9% | $154,803-80.2% | $102,872-70.3% |
| Participation rate | 24.6% | 59.5%-34.8pp | 78.1%-53.4pp | 73.0%-48.4pp |
| Annual return | 13.15% | 30.49%-17.3pp | 58.88%-45.7pp | 19.06%-5.9pp |
| Employer contribution / active EE | $83 | $1,883-95.6% | $4,305-98.1% | $3,526-97.7% |
| Participant deferral / active EE | $1,278 | $2,914-56.2% | $5,540-76.9% | $5,535-76.9% |
| Admin fee / account holder | $144 | $368-60.7% | $14,329-99.0% | $292-50.6% |