Filed December 7, 2018 (most recent of 3 filings on file)
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 |
|---|---|---|
Service code 49 1110 N MOUNTAIN RD · HARRISBURG, PA 17112 | Other Services | $26,938 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $18,091 |
MORNINGSTAR4 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,779 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,796 | $131,799-44.8% | $200,582-63.7% | $85,563-14.9% |
| Participation rate | 92.1% | 87.9%+4.2pp | 86.9%+5.3pp | 66.0%+26.2pp |
| Annual return | 17.89% | 21.59%-3.7pp | 42.33%-24.4pp | 31.51%-13.6pp |
| Employer contribution / active EE | $2,901 | $4,532-36.0% | $6,419-54.8% | $2,654+9.3% |
| Participant deferral / active EE | $5,025 | $7,702-34.8% | $9,331-46.1% | $4,375+14.9% |
| Admin fee / account holder | $56 | $235-76.3% | $16,305-99.7% | $834-93.3% |