Filed November 17, 2017
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 |
|---|---|---|
Service code 99 · EIN 20-0446664 | Other Fees | $0 |
Filed as: VOYA RETIREMENT AND INSURANCE ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $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 | $24,070 | $42,548-43.4% | $74,550-67.7% | $56,287-57.2% |
| Participation rate | 91.9% | 60.5%+31.4pp | 69.1%+22.8pp | 69.9%+22.1pp |
| Annual return | -7.74% | 12.40%-20.1pp | 32.53%-40.3pp | -9.96%+2.2pp |
| Employer contribution / active EE | $4,101 | $855+379.6% | $1,961+109.1% | $2,111+94.3% |
| Participant deferral / active EE | $3,182 | $2,277+39.7% | $3,108+2.4% | $3,350-5.0% |
| Admin fee / account holder | $116 | $467-75.1% | $5,060-97.7% | $521-77.7% |