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 PARTNERS6 years Service code 99 · EIN 48-0570799 | Other Fees | $21,246 |
MORNINGSTAR6 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $13,278 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $13,278 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,799 |
ASCENSUS LLC1 year Filed as: ERISA SERVICES MIDWEST, LLC Service code 49 PO BOX 24628 · FARRAGUT, TN 37934 | Other Services | $3,399 |
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 | $64,928 | $111,491-41.8% | $189,513-65.7% | $86,799-25.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.8%+12.2pp | 72.3%+27.7pp |
| Annual return | 18.36% | 83.50%-65.1pp | 555.15%-536.8pp | 97.91%-79.5pp |
| Employer contribution / active EE | $4,626 | $3,951+17.1% | $6,162-24.9% | $2,405+92.3% |
| Participant deferral / active EE | $4,518 | $6,437-29.8% | $8,221-45.0% | $4,131+9.4% |
| Admin fee / account holder | $109 | $189-42.4% | $12,045-99.1% | $170-35.9% |