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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.
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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 |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANNUITY Service code 12 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 06199 | Claims processing; Direct payment fro... | $48,019 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 11-3658445 | Advisory (Plan) | $27,988 |
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 12 · EIN 23-3038464 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Claims processing; Recordkeeping fees... | $19,553 |
Service code 49 154 HANSEN RD STE 102 · CHARLOTTESVILLE, VA 22911 | Other Services | $17,678 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,062 | $70,115-74.2% | $70,515-74.4% | $80,160-77.5% |
| Participation rate | 18.3% | 71.7%-53.4pp | 68.3%-50.1pp | 72.9%-54.7pp |
| Annual return | 33.07% | 134.51%-101.4pp | 32.77%+0.3pp | 40.38%-7.3pp |
| Employer contribution / active EE | $108 | $3,021-96.4% | $2,973-96.4% | $2,978-96.4% |
| Participant deferral / active EE | $763 | $4,495-83.0% | $4,567-83.3% | $5,017-84.8% |
| Admin fee / account holder | $79 | $112-30.0% | $6,412-98.8% | $145-45.8% |