Filed April 16, 2018
Total covered: 4 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 |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $3,009 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,009 |
NWRPC LLC1 year Filed as: NWRPC, LLC Service code 49 · EIN 71-0294708 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,651 | $92,971-40.1% | $96,683-42.4% | $74,419-25.2% |
| Participation rate | 45.0% | 71.5%-26.5pp | 74.3%-29.3pp | 70.7%-25.7pp |
| Annual return | 15.31% | 37.49%-22.2pp | 35.69%-20.4pp | 34.38%-19.1pp |
| Employer contribution / active EE | $4,848 | $3,426+41.5% | $3,737+29.7% | $2,637+83.8% |
| Participant deferral / active EE | $2,343 | $3,970-41.0% | $4,878-52.0% | $4,528-48.2% |
| Admin fee / account holder | $312 | $633-50.7% | $6,730-95.4% | $348-10.3% |