Filed May 14, 2020
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 9-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 INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $655,798 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $389,985 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 16 · EIN 33-0818667 | Consulting | $80,000 |
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 | $44,578 | $119,627-62.7% | $146,958-69.7% | $99,062-55.0% |
| Participation rate | 81.2% | 73.4%+7.7pp | 82.2%-1.0pp | 71.6%+9.6pp |
| Annual return | 14.18% | 28.82%-14.6pp | 418.34%-404.2pp | 17.66%-3.5pp |
| Employer contribution / active EE | $3,549 | $4,153-14.5% | $4,933-28.1% | $3,262+8.8% |
| Participant deferral / active EE | $3,120 | $7,997-61.0% | $8,070-61.3% | $5,331-41.5% |
| Admin fee / account holder | $72 | $150-51.6% | $12,998-99.4% | $109-33.6% |