Filed May 13, 2021 (most recent of 4 filings on file)
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 Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 49 · EIN 04-3516284 | Other Services | $234,654 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $178,967 |
WILLIS TOWERS WATSON US LLC10+ years Filed as: TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $138,728 |
Filed as: VOYA INSTITUTIONAL TRUST COMPANY Service code 20 · EIN 04-3516284 | Trustee (directed); Trustee (individual) | $64,982 |
EISNERAMPER LLP3 years Filed as: EISNER AMPER, LLC Service code 10 · EIN 87-1363769 | Accounting | $55,125 |
Annual investment return 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 | $222,517 | $112,623+97.6% | $106,213+109.5% | $199,593+11.5% |
| Participation rate | 88.8% | 86.2%+2.6pp | 75.3%+13.6pp | 72.0%+16.9pp |
| Annual return | 1.64% | 15.57%-13.9pp | 116.14%-114.5pp | 34.25%-32.6pp |
| Employer contribution / active EE | $11,314 | $4,575+147.3% | $3,171+256.7% | $3,034+272.9% |
| Participant deferral / active EE | $9,707 | $6,659+45.8% | $5,016+93.5% | $5,087+90.8% |
| Admin fee / account holder | $216 | $107+102.0% | $11,033-98.0% | $269-19.6% |