Filed October 28, 2024
Total covered: 12 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 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 INS & ANNUITY CO Service code 49 · EIN 71-0294708 | Other Services | $48,803 |
Service code 49 · EIN 13-3180178 P.O. BOX 54 · FRANKLIN SQUARE, NY 110100054 | Other Services | $0 |
Filed as: MALCOLM THOMPSON AND ASSOCIATES Service code 49 20445 STATE HIGHWAY 249 · HOUSTON, TX 77070 | Other Services | $0 |
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 99 · EIN 59-2937883 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,821 | $102,553+12.9% | $151,611-23.6% | $66,914+73.1% |
| Participation rate | 91.7% | 85.5%+6.2pp | 87.5%+4.2pp | 69.8%+21.9pp |
| Annual return | -15.03% | -10.82%-4.2pp | 3.33%-18.4pp | 1.58%-16.6pp |
| Employer contribution / active EE | $3,259 | $4,180-22.0% | $6,166-47.1% | $2,544+28.1% |
| Participant deferral / active EE | $5,652 | $6,641-14.9% | $8,363-32.4% | $4,237+33.4% |
| Admin fee / account holder | $27 | $630-95.7% | $11,616-99.8% | $593-95.5% |