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 |
|---|---|---|
MORNINGSTAR6+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $9,003 |
GENEOS WEALTH MANAGEMENT INC4 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,773 | $56,095-4.1% | $178,490-69.9% | $90,288-40.4% |
| Participation rate | 51.5% | 65.6%-14.0pp | 81.9%-30.4pp | 73.4%-21.8pp |
| Annual return | 16.01% | 28.81%-12.8pp | 151.07%-135.1pp | 53.97%-38.0pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $3,428 | $2,669+28.5% | $5,202-34.1% | $4,232-19.0% |
| Admin fee / account holder | $20 | $101-80.4% | $13,984-99.9% | $114-82.7% |