Filed October 5, 2023 (most recent of 2 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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $169,331 |
WOODBURY FINANCIAL SERVICES10+ years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 PO BOX 64284 · SAINT PAUL, MN 55164 | Other Commissions | $40,713 |
OSAIC WEALTH INC1 year Service code 55 18700 N HAYDEN RD STE 255 · SCOTTSDALE, AZ 85255 | Other Commissions | $12,885 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,487 | $50,820+23.0% | $155,567-59.8% | $77,671-19.5% |
| Participation rate | 88.4% | 63.1%+25.3pp | 78.2%+10.2pp | 70.6%+17.8pp |
| Annual return | 13.93% | 34.85%-20.9pp | 64.74%-50.8pp | 31.21%-17.3pp |
| Employer contribution / active EE | $1,238 | $1,993-37.9% | $4,674-73.5% | $2,726-54.6% |
| Participant deferral / active EE | $4,381 | $2,823+55.2% | $5,628-22.1% | $4,648-5.7% |
| Admin fee / account holder | $146 | $436-66.4% | $15,916-99.1% | $430-66.0% |