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 MANAGEMENT3 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 |
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 | $27,619 | $54,573-49.4% | $90,951-69.6% | $73,488-62.4% |
| Participation rate | 89.1% | 61.2%+27.9pp | 69.0%+20.0pp | 70.7%+18.4pp |
| Annual return | 17.73% | 16.69%+1.0pp | 134.60%-116.9pp | 28.51%-10.8pp |
| Employer contribution / active EE | $4,111 | $991+314.7% | $2,122+93.7% | $2,270+81.1% |
| Participant deferral / active EE | $3,303 | $2,517+31.2% | $3,373-2.1% | $3,740-11.7% |
| Admin fee / account holder | $65 | $521-87.6% | $5,959-98.9% | $513-87.4% |