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 |
|---|---|---|
SANCTUARY WEALTH MANAGEMENT2 years 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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $26,854 | $49,138-45.4% | $84,015-68.0% | $65,185-58.8% |
| Participation rate | 69.9% | 60.7%+9.1pp | 69.0%+0.9pp | 70.2%-0.3pp |
| Annual return | 20.04% | 23.00%-3.0pp | 71.31%-51.3pp | 29.38%-9.3pp |
| Employer contribution / active EE | $1,329 | $914+45.4% | $1,983-33.0% | $2,177-38.9% |
| Participant deferral / active EE | $2,532 | $2,397+5.6% | $3,239-21.8% | $3,514-27.9% |
| Admin fee / account holder | $100 | $543-81.5% | $6,101-98.4% | $847-88.1% |