Filed December 21, 2018
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 |
|---|---|---|
MILLERICK SHAWN P1 year Service code 55 6 LOUDON RD STE 4 · CONCORD, NH 03301 | Other Commissions | $59,969 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $5,185 |
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 | $54,269 | $37,213+45.8% | $156,549-65.3% | $63,975-15.2% |
| Participation rate | 97.0% | 65.0%+32.0pp | 84.0%+13.0pp | 71.1%+25.9pp |
| Annual return | 8.36% | 47.89%-39.5pp | 32.23%-23.9pp | 48.65%-40.3pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $5,066 | $2,070+144.7% | $4,871+4.0% | $3,356+50.9% |
| Admin fee / account holder | $3 | $56-95.5% | $13,027-100.0% | $70-96.4% |