Filed November 26, 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 |
|---|---|---|
Filed as: SIGNATURE ESTATE AND INVESTMENT Service code 99 | Other Fees | $41,299 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $24,857 |
PBMARES, LLP4 years Service code 49 · EIN 54-3707072 | Other Services | $12,808 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $9,142 |
Service code 99 · EIN 95-4806910 | Other Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,096 | $106,110-66.9% | $147,005-76.1% | $77,671-54.8% |
| Participation rate | 94.8% | 78.4%+16.4pp | 82.2%+12.7pp | 70.6%+24.3pp |
| Annual return | 28.60% | 56.77%-28.2pp | 418.76%-390.2pp | 31.21%-2.6pp |
| Employer contribution / active EE | $2,216 | $4,065-45.5% | $4,934-55.1% | $2,726-18.7% |
| Participant deferral / active EE | $6,487 | $7,992-18.8% | $8,070-19.6% | $4,648+39.6% |
| Admin fee / account holder | $62 | $338-81.6% | $13,006-99.5% | $430-85.6% |