Filed April 9, 2019
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 55 909 LOCUST STREET · DES MOINES, IA 50309 | Other Commissions | $20,872 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,602 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $88,453 | $56,277+57.2% | $80,975+9.2% | $62,891+40.6% |
| Participation rate | 89.8% | 69.0%+20.8pp | 75.8%+14.0pp | 69.3%+20.5pp |
| Annual return | 6.88% | 22.12%-15.2pp | 17.10%-10.2pp | 20.14%-13.3pp |
| Employer contribution / active EE | $6,020 | $1,943+209.9% | $3,714+62.1% | $2,281+163.9% |
| Participant deferral / active EE | $3,329 | $4,195-20.6% | $5,696-41.6% | $3,203+3.9% |
| Admin fee / account holder | $38 | $3,741-99.0% | $5,516-99.3% | $4,296-99.1% |