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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $137,588 |
VALLEY FORGE INVESTMENT CONSULTANTS10+ years Service code 99 · EIN 23-2748550 | Other Fees | $50,000 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $36,399 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,654 | $66,457+28.9% | $81,382+5.2% | $77,643+10.3% |
| Participation rate | 94.0% | 68.7%+25.3pp | 69.5%+24.5pp | 70.6%+23.4pp |
| Annual return | 15.42% | 15.93%-0.5pp | 24.73%-9.3pp | 31.24%-15.8pp |
| Employer contribution / active EE | $2,100 | $2,159-2.7% | $2,463-14.7% | $2,726-23.0% |
| Participant deferral / active EE | $5,303 | $3,679+44.1% | $3,883+36.6% | $4,647+14.1% |
| Admin fee / account holder | $159 | $583-72.7% | $5,768-97.2% | $430-63.0% |