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 |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $5,843 |
NWRPC LLC3 years Service code 49 · EIN 88-2334307 | Other Services | $5,676 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,853 | $82,917-26.6% | $103,333-41.1% | $77,643-21.6% |
| Participation rate | 64.3% | 71.6%-7.2pp | 74.5%-10.2pp | 70.6%-6.2pp |
| Annual return | 10.67% | 19.13%-8.5pp | 24.88%-14.2pp | 31.24%-20.6pp |
| Employer contribution / active EE | $6,671 | $3,552+87.8% | $3,868+72.5% | $2,726+144.7% |
| Participant deferral / active EE | $3,041 | $4,108-26.0% | $5,057-39.9% | $4,647-34.6% |
| Admin fee / account holder | $209 | $638-67.2% | $8,355-97.5% | $430-51.4% |