Filed May 18, 2017 (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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $135,692 |
Filed as: COMMONWEALTH EQUITY SERVICES Service code 99 · EIN 04-2675571 | Other Fees | $40,000 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $37,115 |
MORNINGSTAR9 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,027 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $306,228 | $100,923+203.4% | $150,045+104.1% | $74,304+312.1% |
| Participation rate | 98.3% | 70.1%+28.2pp | 82.3%+16.0pp | 60.3%+37.9pp |
| Annual return | 19.83% | 51.77%-31.9pp | 62.55%-42.7pp | 29.43%-9.6pp |
| Employer contribution / active EE | $21,798 | $3,463+529.4% | $4,693+364.5% | $2,241+872.6% |
| Participant deferral / active EE | $16,281 | $6,709+142.7% | $7,997+103.6% | $3,767+332.2% |
| Admin fee / account holder | $815 | $2,767-70.5% | $13,435-93.9% | $2,969-72.5% |