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 | $130,224-44.1% | $197,124-63.1% | $79,634-8.6% |
| Participation rate | 92.1% | 87.8%+4.3pp | 86.7%+5.4pp | 62.5%+29.7pp |
| Annual return | 17.89% | 23.65%-5.8pp | 44.34%-26.5pp | 36.46%-18.6pp |
| Employer contribution / active EE | $2,901 | $4,314-32.8% | $6,227-53.4% | $2,529+14.7% |
| Participant deferral / active EE | $5,025 | $7,378-31.9% | $9,135-45.0% | $3,835+31.0% |
| Admin fee / account holder | $56 | $254-78.1% | $16,298-99.7% | $1,002-94.4% |