Filed June 1, 2015 (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 |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 99 · EIN 71-0294708 | Other Fees | $90,203 |
Filed as: AMERITAS INVESTMENT CORP Service code 99 · EIN 47-0663374 | Other Fees | $24,181 |
THE ASCENT GROUP, LLC1 year Service code 99 · EIN 86-3001816 | Other Fees | $15,718 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,371 | $56,485-58.6% | $185,823-87.4% | $86,799-73.1% |
| Participation rate | 60.3% | 65.5%-5.1pp | 81.7%-21.4pp | 72.3%-11.9pp |
| Annual return | 14.79% | 118.04%-103.2pp | 122.05%-107.3pp | 97.91%-83.1pp |
| Employer contribution / active EE | $2,034 | $1,843+10.4% | $5,167-60.6% | $2,405-15.4% |
| Participant deferral / active EE | $701 | $2,553-72.6% | $5,568-87.4% | $4,131-83.0% |
| Admin fee / account holder | $144 | $150-3.5% | $16,237-99.1% | $170-14.9% |