Filed July 6, 2021
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: RAYMOND JAMES Service code 99 · EIN 59-2937883 | Other Fees | $84,910 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANGEMENT LL Service code 26 · EIN 36-4317381 | Advisory (Participants) | $8,019 |
Filed as: VOYA RETIREMENT INSURANCE & AN. CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $8,019 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $80,589 | $54,121+48.9% | $134,143-39.9% | $73,409+9.8% |
| Participation rate | 53.9% | 64.4%-10.4pp | 72.2%-18.3pp | 72.2%-18.3pp |
| Annual return | 16.54% | -312.52%+329.1pp | 36.33%-19.8pp | 59.29%-42.8pp |
| Employer contribution / active EE | $1,007 | $1,402-28.2% | $3,704-72.8% | $2,234-54.9% |
| Participant deferral / active EE | $3,892 | $2,844+36.9% | $3,499+11.3% | $3,805+2.3% |
| Admin fee / account holder | $29 | $132-77.9% | $6,684-99.6% | $158-81.5% |