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 |
|---|---|---|
MORNINGSTAR5+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $7,802 |
GENEOS WEALTH MANAGEMENT INC3 years Filed as: GENEOS Service code 99 · EIN 02-0580939 | Other Fees | $0 |
Filed as: VOYA RETIREMENT & ANNUITY COMPANY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $52,818 | $47,456+11.3% | $172,739-69.4% | $77,787-32.1% |
| Participation rate | 44.2% | 66.3%-22.0pp | 82.6%-38.4pp | 73.2%-29.0pp |
| Annual return | 21.62% | 35.57%-13.9pp | 802.84%-781.2pp | 32.57%-10.9pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,143-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $2,918 | $2,560+14.0% | $5,198-43.9% | $3,967-26.4% |
| Admin fee / account holder | $22 | $81-72.3% | $13,954-99.8% | $100-77.7% |