Filed July 20, 2017
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 9-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 15 · EIN 35-0145825 | Recordkeeping | $12,419 |
Filed as: VOYA FINANCIAL Service code 28 · EIN 41-0845505 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,001 | $37,117+18.5% | $147,614-70.2% | $55,191-20.3% |
| Participation rate | 49.9% | 63.6%-13.7pp | 84.6%-34.7pp | 69.2%-19.2pp |
| Annual return | -0.77% | 3.44%-4.2pp | 61.98%-62.7pp | 10.78%-11.5pp |
| Employer contribution / active EE | $522 | $1,620-67.8% | $5,564-90.6% | $1,899-72.5% |
| Participant deferral / active EE | $2,178 | $1,985+9.7% | $4,895-55.5% | $3,046-28.5% |
| Admin fee / account holder | $9 | $86-89.9% | $11,611-99.9% | $91-90.5% |