Filed February 25, 2022
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 8-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 ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $24,229 |
Filed as: RSC INSURANCE BROKERAGE,INC. Service code 49 PO BOX 818078 · CLEVELAND, OH 44181 | Other Services | $12,511 |
Service code 49 333 EARLE OVINGTON BLVD · UNIONDALE, NY 11553 | Other Services | $11,203 |
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $6,946 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $291,253 | $54,705+432.4% | $71,209+309.0% | $84,808+243.4% |
| Participation rate | 98.9% | 64.1%+34.8pp | 73.8%+25.1pp | 68.3%+30.6pp |
| Annual return | 17.46% | 35.90%-18.4pp | 282.51%-265.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $42,301 | $2,158+1860.3% | $2,721+1454.7% | $2,631+1507.8% |
| Participant deferral / active EE | $22,828 | $3,030+653.3% | $4,175+446.8% | $4,212+442.0% |
| Admin fee / account holder | $155 | $4,863-96.8% | $5,349-97.1% | $7,344-97.9% |