Filed January 31, 2018 (most recent of 3 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 |
|---|---|---|
GOLDLEAF PARTNERS4 years Service code 99 · EIN 45-0514557 | Other Fees | $14,711 |
MORNINGSTAR4 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,160 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $8,160 |
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 | $44,632 | $88,515-49.6% | $162,163-72.5% | $67,579-34.0% |
| Participation rate | 98.0% | 86.8%+11.2pp | 87.6%+10.4pp | 71.3%+26.7pp |
| Annual return | 25.12% | 27.04%-1.9pp | 115.59%-90.5pp | 378.56%-353.4pp |
| Employer contribution / active EE | $3,037 | $3,563-14.8% | $5,614-45.9% | $2,148+41.4% |
| Participant deferral / active EE | $3,881 | $5,724-32.2% | $7,298-46.8% | $3,539+9.7% |
| Admin fee / account holder | $46 | $124-63.1% | $10,843-99.6% | $142-67.9% |