Filed October 12, 2016
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 26 · EIN 71-0294708 | Advisory (Participants) | $143,342 |
Service code 99 · EIN 23-2748550 | Other Fees | $50,000 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $12,466 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $8,565 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,367 | $69,823+19.4% | $77,163+8.0% | $74,419+12.0% |
| Participation rate | 93.5% | 70.0%+23.5pp | 69.6%+24.0pp | 70.7%+22.8pp |
| Annual return | 17.47% | 19.98%-2.5pp | 37.87%-20.4pp | 34.38%-16.9pp |
| Employer contribution / active EE | $2,069 | $2,150-3.8% | $2,535-18.4% | $2,637-21.5% |
| Participant deferral / active EE | $5,366 | $3,558+50.8% | $3,833+40.0% | $4,528+18.5% |
| Admin fee / account holder | $167 | $398-58.0% | $5,472-96.9% | $348-52.0% |