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 INC6 years Service code 99 · EIN 13-2638166 | Other Fees | $57,636 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $40,520 |
SELDEN FOX, LTD.6 years Filed as: SELDEN FOX Service code 99 · EIN 36-2985770 | Other Fees | $8,585 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,757 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,881 | $59,054+152.1% | $97,226+53.1% | $77,643+91.8% |
| Participation rate | 76.6% | 67.9%+8.7pp | 72.7%+3.9pp | 70.6%+6.0pp |
| Annual return | 16.63% | 16.96%-0.3pp | 75.13%-58.5pp | 31.24%-14.6pp |
| Employer contribution / active EE | $2,757 | $1,742+58.3% | $2,729+1.0% | $2,726+1.1% |
| Participant deferral / active EE | $9,454 | $3,930+140.6% | $4,264+121.7% | $4,647+103.4% |
| Admin fee / account holder | $107 | $346-69.1% | $5,654-98.1% | $430-75.2% |