Filed March 10, 2020 (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 FINANCIAL ADVISORS, INC Service code 16 | Consulting | $27,239 |
Service code 12 · EIN 13-3689044 | Investment management; Float revenue;... | $13,806 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Filed as: VOYA FINANCIAL ADVISORS, INC. Service code 16 909 LOCUST STREET · DES MOINES, IA 50309 | Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $13,267 | $36,916-64.1% | $156,549-91.5% | $57,658-77.0% |
| Participation rate | 43.6% | 63.4%-19.9pp | 84.0%-40.4pp | 70.2%-26.7pp |
| Annual return | 8.18% | 12.38%-4.2pp | 32.23%-24.0pp | 5.13%+3.1pp |
| Employer contribution / active EE | $387 | $1,571-75.4% | $5,501-93.0% | $1,974-80.4% |
| Participant deferral / active EE | $689 | $1,926-64.2% | $4,871-85.9% | $3,061-77.5% |
| Admin fee / account holder | $16 | $82-80.4% | $13,027-99.9% | $95-82.9% |