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 02-0488491 | Advisory (Participants) | $198,907 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $33,625 |
BECHER DELLA TORRE GITTO & CO.1+ years Filed as: BECHER DELLA TORRE GOTTO & CO. Service code 26 · EIN 22-2625944 | Advisory (Participants) | $0 |
GLADING GROUP1+ years Service code 26 · EIN 71-0912527 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,765 | $71,957-16.9% | $67,652-11.7% | $59,188+1.0% |
| Participation rate | 80.7% | 82.7%-1.9pp | 75.7%+5.1pp | 69.4%+11.3pp |
| Annual return | -0.99% | 8.53%-9.5pp | 6625.04%-6626.0pp | 5.51%-6.5pp |
| Employer contribution / active EE | $2,944 | $2,432+21.1% | $2,266+29.9% | $2,098+40.3% |
| Participant deferral / active EE | $3,065 | $4,211-27.2% | $3,560-13.9% | $3,265-6.1% |
| Admin fee / account holder | $57 | $64-11.6% | $4,821-98.8% | $92-38.5% |