Filed June 5, 2024
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 INS. AND ANNUITY CO Service code 27 | Advisory (Plan) | $56,058 |
ANNEX WEALTH MANAGEMENT LLC3+ years Filed as: ANNEX WEALTH MANAGEMENT, LLC Service code 99 · EIN 68-0524298 | Other Fees | $52,783 |
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 | $28,171 | $48,064-41.4% | $78,778-64.2% | $69,631-59.5% |
| Participation rate | 50.9% | 61.6%-10.6pp | 69.2%-18.2pp | 70.7%-19.7pp |
| Annual return | 22.33% | 21.81%+0.5pp | 35.62%-13.3pp | 27571.02%-27548.7pp |
| Employer contribution / active EE | $775 | $744+4.3% | $1,986-61.0% | $2,032-61.9% |
| Participant deferral / active EE | $1,468 | $2,079-29.4% | $2,958-50.4% | $3,224-54.4% |
| Admin fee / account holder | $30 | $152-80.1% | $5,134-99.4% | $110-72.6% |