Filed March 23, 2017
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 |
|---|---|---|
UBS FINANCIAL SERVICES INC5 years Service code 99 · EIN 13-2638166 | Other Fees | $51,034 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $15,115 |
MORNINGSTAR6 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $11,285 |
SELDEN FOX, LTD.1 year Filed as: SELDON FOX Service code 99 · EIN 36-2985770 | Other Fees | $10,039 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $7,443 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,998 | $49,808+159.0% | $95,745+34.7% | $74,419+73.3% |
| Participation rate | 72.1% | 66.6%+5.5pp | 72.3%-0.2pp | 70.7%+1.4pp |
| Annual return | 23.73% | 24.91%-1.2pp | 28.35%-4.6pp | 34.38%-10.6pp |
| Employer contribution / active EE | $3,156 | $1,639+92.5% | $2,835+11.3% | $2,637+19.6% |
| Participant deferral / active EE | $8,475 | $3,739+126.7% | $4,245+99.7% | $4,528+87.2% |
| Admin fee / account holder | $87 | $311-72.0% | $5,678-98.5% | $348-75.0% |