Filed April 18, 2023 (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 |
|---|---|---|
Filed as: ROYAL WEALTH MANAGEMENT Service code 17 9300 UNDERWOOD AVENUE, SUITE 500 · OMAHA, NE 68114 | Pension Consulting | $41,314 |
Filed as: VOYA RETIREMENT & INSURANCE ANNUITY Service code 13 · EIN 71-0294708 | Contract Administrator | $150 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,293 | $132,049-29.3% | $200,582-53.5% | $74,304+25.6% |
| Participation rate | 94.6% | 84.1%+10.5pp | 86.9%+7.7pp | 60.3%+34.2pp |
| Annual return | 17.80% | 22.22%-4.4pp | 42.33%-24.5pp | 29.43%-11.6pp |
| Employer contribution / active EE | $3,159 | $4,558-30.7% | $6,419-50.8% | $2,241+40.9% |
| Participant deferral / active EE | $6,402 | $7,213-11.2% | $9,331-31.4% | $3,767+69.9% |
| Admin fee / account holder | $428 | $2,405-82.2% | $16,305-97.4% | $2,969-85.6% |