Filed July 3, 2015 (most recent of 4 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 49 | Other Services | $6,205 |
Filed as: VOYA RETIRMENT INSURANCE & ANNUITY Service code 13 · EIN 71-0294708 | Contract Administrator | $6,133 |
Service code 49 · EIN 36-3580924 | Other Services | $3,811 |
TBS AGENCY INC1 year Filed as: TBS AGENCY, INC. Service code 55 · EIN 06-1375177 | Other Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,008 | $121,341-28.3% | $189,513-54.1% | $79,386+9.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 14.50% | 21.08%-6.6pp | 555.15%-540.7pp | 116.85%-102.4pp |
| Employer contribution / active EE | $3,188 | $3,915-18.6% | $6,162-48.3% | $2,427+31.3% |
| Participant deferral / active EE | $4,152 | $6,395-35.1% | $8,221-49.5% | $4,046+2.6% |
| Admin fee / account holder | $67 | $651-89.7% | $12,045-99.4% | $626-89.3% |