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 |
|---|---|---|
ASCENSUS LLC2 years Filed as: ERISA SERVICES MIDWEST LLC Service code 99 · EIN 84-2028419 | Other Fees | $22,465 |
MORNINGSTAR8 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $14,041 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $14,041 |
ASCENSUS LLC3 years Filed as: ERISA SERVICES MIDWEST, LLC Service code 49 PO BOX 24628 · FARRAGUT, TN 37934 | Other Services | $13,570 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $6,209 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,625 | $100,227-29.5% | $169,993-58.5% | $74,419-5.1% |
| Participation rate | 99.7% | 87.3%+12.4pp | 87.0%+12.7pp | 70.7%+29.0pp |
| Annual return | 22.94% | 66.08%-43.1pp | 53.37%-30.4pp | 34.38%-11.4pp |
| Employer contribution / active EE | $3,936 | $4,263-7.7% | $6,785-42.0% | $2,637+49.2% |
| Participant deferral / active EE | $5,141 | $7,143-28.0% | $10,408-50.6% | $4,528+13.5% |
| Admin fee / account holder | $127 | $234-46.0% | $12,815-99.0% | $348-63.6% |