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 10 · EIN 35-0145825 | Accounting | $27,581 |
PYA, P.C.1 year Service code 10 · EIN 62-1517792 945 E PACES FERRY RD NE · ATLANTA, GA 30326 | Accounting | $0 |
Filed as: VOYA FINANCIAL Service code 28 909 LOCUST ST · DES MOINES, IA 50309 | 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 | $56,239 | $46,173+21.8% | $170,442-67.0% | $69,631-19.2% |
| Participation rate | 51.7% | 63.9%-12.2pp | 83.6%-31.9pp | 70.7%-19.0pp |
| Annual return | 14.59% | 21.62%-7.0pp | 205.93%-191.3pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $650 | $1,610-59.6% | $5,433-88.0% | $2,032-68.0% |
| Participant deferral / active EE | $2,618 | $2,080+25.8% | $4,939-47.0% | $3,224-18.8% |
| Admin fee / account holder | $8 | $116-93.1% | $13,880-99.9% | $110-92.7% |