Filed November 8, 2017
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 38-3133790 | Other Fees | $13,000 |
MORNINGSTAR6 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,659 |
VOYA RETIREMENT INSURANCE & ANNUITY11+ years Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $7,659 |
ADP BROKER-DEALER5 years Filed as: PENSION CONSULTANTS CO., INC. Service code 49 · EIN 39-1894140 | Other Services | $7,433 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,180 | $132,049-20.3% | $200,582-47.6% | $74,304+41.6% |
| Participation rate | 98.2% | 84.1%+14.1pp | 86.9%+11.3pp | 60.3%+37.8pp |
| Annual return | 17.74% | 22.22%-4.5pp | 42.33%-24.6pp | 29.43%-11.7pp |
| Employer contribution / active EE | $3,364 | $4,558-26.2% | $6,419-47.6% | $2,241+50.1% |
| Participant deferral / active EE | $5,314 | $7,213-26.3% | $9,331-43.1% | $3,767+41.0% |
| Admin fee / account holder | $143 | $2,405-94.1% | $16,305-99.1% | $2,969-95.2% |