Filed October 17, 2016 (most recent of 2 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 |
|---|---|---|
Service code 15 · EIN 71-0294708 | Recordkeeping | $134,147 |
FIDUCIENT ADVISORS LLC1 year Service code 15 PO BOX 856577 · MINNEAPOLIS, MN 554856577 | Recordkeeping | $33,750 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $15,118 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,797 | $92,055-11.1% | $106,213-23.0% | $77,643+5.4% |
| Participation rate | 95.4% | 81.0%+14.4pp | 75.3%+20.2pp | 70.6%+24.9pp |
| Annual return | 11.96% | 17.91%-5.9pp | 116.14%-104.2pp | 31.24%-19.3pp |
| Employer contribution / active EE | $1,773 | $3,367-47.3% | $3,171-44.1% | $2,726-34.9% |
| Participant deferral / active EE | $6,214 | $5,386+15.4% | $5,016+23.9% | $4,647+33.7% |
| Admin fee / account holder | $168 | $219-23.5% | $11,033-98.5% | $430-61.1% |