Filed April 2, 2019
Total covered: 28 employees
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 6-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 INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $260,532 |
MORNINGSTAR6+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $26,252 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,820 | $145,516-20.4% | $184,200-37.1% | $99,061+16.9% |
| Participation rate | 97.7% | 90.3%+7.4pp | 86.8%+10.8pp | 71.6%+26.1pp |
| Annual return | 14.29% | 21.23%-6.9pp | 28.80%-14.5pp | 17.66%-3.4pp |
| Employer contribution / active EE | $7,287 | $5,354+36.1% | $6,424+13.4% | $3,261+123.5% |
| Participant deferral / active EE | $5,693 | $8,423-32.4% | $9,132-37.7% | $5,331+6.8% |
| Admin fee / account holder | $36 | $78-53.8% | $13,907-99.7% | $109-67.1% |