Filed December 22, 2019
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 ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $47,855 |
RBC WEALTH MANAGEMENT8 years Filed as: RBC CAPITAL MARKETS LLC Service code 99 · EIN 41-1416330 | Other Fees | $15,261 |
PASI, LLC10+ years Service code 13 · EIN 26-1407927 | Contract Administrator | $6,298 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,759 | $108,549-87.3% | $156,263-91.2% | $85,563-83.9% |
| Participation rate | 95.5% | 77.1%+18.4pp | 78.9%+16.6pp | 66.0%+29.6pp |
| Annual return | 14.71% | 21.79%-7.1pp | 59.47%-44.8pp | 31.51%-16.8pp |
| Employer contribution / active EE | $2,761 | $2,690+2.6% | $4,333-36.3% | $2,654+4.0% |
| Participant deferral / active EE | $910 | $4,800-81.0% | $6,158-85.2% | $4,375-79.2% |
| Admin fee / account holder | $102 | $650-84.2% | $14,255-99.3% | $834-87.7% |