Filed November 8, 2017
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 |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,530 |
Filed as: MAKELA, TOUTANT, HILL & NARDI, P.C. Service code 99 · EIN 38-2806590 | Other Fees | $5,236 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,662 | $74,089-1.9% | $133,980-45.8% | $55,167+31.7% |
| Participation rate | 79.1% | 84.3%-5.2pp | 87.1%-8.0pp | 69.0%+10.1pp |
| Annual return | 11.97% | 12.11%-0.1pp | 29.30%-17.3pp | 169.23%-157.3pp |
| Employer contribution / active EE | $2,025 | $3,064-33.9% | $5,211-61.1% | $1,963+3.2% |
| Participant deferral / active EE | $3,203 | $4,678-31.5% | $6,282-49.0% | $3,054+4.9% |
| Admin fee / account holder | $21 | $458-95.3% | $9,324-99.8% | $504-95.7% |