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 PLANNING3 years Service code 28 · EIN 47-5598884 | Investment Management | $16,818 |
FISHER INVESTMENTS2 years Service code 28 · EIN 20-2480800 | Investment Management | $10,360 |
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 | $152,733 | $97,018+57.4% | $149,696+2.0% | $106,222+43.8% |
| Participation rate | 94.2% | 67.0%+27.2pp | 82.5%+11.7pp | 70.8%+23.4pp |
| Annual return | 16.36% | 24.13%-7.8pp | 276.60%-260.2pp | 21.69%-5.3pp |
| Employer contribution / active EE | $5,582 | $2,520+121.6% | $4,644+20.2% | $2,723+105.0% |
| Participant deferral / active EE | $8,920 | $5,988+49.0% | $6,842+30.4% | $4,600+93.9% |
| Admin fee / account holder | $88 | $72+22.3% | $9,309-99.1% | $78+12.5% |