Filed April 29, 2020 (most recent of 3 filings on file)
Total covered: 2 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 |
|---|---|---|
MORNINGSTAR3+ years Filed as: MORNING STAR Service code 26 · EIN 36-4317381 | Advisory (Participants) | $3,640 |
Filed as: VOYA RETIREMENT INS & ANN COMPANY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,200 |
Filed as: GENEOS Service code 99 · EIN 02-0580939 | Other Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,334 | $46,173-21.3% | $170,442-78.7% | $69,631-47.8% |
| Participation rate | 99.8% | 63.9%+35.9pp | 83.6%+16.2pp | 70.7%+29.1pp |
| Annual return | 17.02% | 21.62%-4.6pp | 205.93%-188.9pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $3,570 | $1,610+121.8% | $5,433-34.3% | $2,032+75.7% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $6 | $116-94.8% | $13,880-100.0% | $110-94.5% |