Filed April 13, 2017 (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 |
|---|---|---|
OLIO FINANCIAL PLANNING7 years Service code 28 · EIN 47-5598884 | Investment Management | $28,405 |
Service code 27 · EIN 94-1737782 | Advisory (Plan) | $5,083 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 15 · EIN 04-3516284 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,911 | $128,056+33.5% | $146,958+16.3% | $106,382+60.7% |
| Participation rate | 94.6% | 67.2%+27.4pp | 82.2%+12.5pp | 69.9%+24.7pp |
| Annual return | 16.30% | 17.89%-1.6pp | 418.34%-402.0pp | 17.37%-1.1pp |
| Employer contribution / active EE | $6,496 | $3,384+92.0% | $4,933+31.7% | $3,364+93.1% |
| Participant deferral / active EE | $10,314 | $7,674+34.4% | $8,070+27.8% | $5,569+85.2% |
| Admin fee / account holder | $100 | $89+12.4% | $12,998-99.2% | $79+25.7% |