Filed March 16, 2016 (most recent of 5 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 |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC. Service code 26 · EIN 22-1862786 | Advisory (Participants) | $406,309 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 15 · EIN 04-3516284 | Recordkeeping | $321,860 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 26 · EIN 71-0912527 | Advisory (Participants) | $98,054 |
BECHER DELLA TORRE GITTO & CO.10+ years Filed as: BECHER DELLA TORRE GOTTO & CO. Service code 10 · EIN 22-2625944 | Accounting | $22,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,580 | $110,299-12.4% | $102,423-5.7% | $199,593-51.6% |
| Participation rate | 78.3% | 86.3%-8.0pp | 76.5%+1.8pp | 72.0%+6.3pp |
| Annual return | 14.38% | 35.73%-21.4pp | 29.32%-14.9pp | 34.25%-19.9pp |
| Employer contribution / active EE | $3,618 | $3,603+0.4% | $3,023+19.7% | $3,034+19.2% |
| Participant deferral / active EE | $5,275 | $6,376-17.3% | $5,053+4.4% | $5,087+3.7% |
| Admin fee / account holder | $155 | $122+26.7% | $9,451-98.4% | $269-42.4% |