Filed March 11, 2019 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 | $23,871 |
Filed as: WEALTH IMPACT ADVISORS Service code 99 33 MERZ BLVD SUITE 100 · FAIRLAWN, OH 44333 | Other Fees | $18,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,991 | $78,485+0.6% | $106,213-25.6% | $74,495+6.0% |
| Participation rate | 83.3% | 72.8%+10.5pp | 75.3%+8.1pp | 67.2%+16.1pp |
| Annual return | 12.79% | 15.95%-3.2pp | 116.14%-103.4pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $972 | $2,523-61.5% | $3,171-69.4% | $2,623-62.9% |
| Participant deferral / active EE | $3,030 | $4,322-29.9% | $5,016-39.6% | $4,346-30.3% |
| Admin fee / account holder | $190 | $2,232-91.5% | $11,033-98.3% | $1,942-90.2% |