Filed June 7, 2018
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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY11+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $108,825 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 99 · EIN 35-2552359 | Other Fees | $56,898 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,220 | $92,224+55.3% | $105,223+36.1% | $79,634+79.8% |
| Participation rate | 60.0% | 69.2%-9.2pp | 75.0%-15.0pp | 62.5%-2.5pp |
| Annual return | 16.01% | 88.65%-72.6pp | 180.65%-164.6pp | 36.46%-20.5pp |
| Employer contribution / active EE | $3,329 | $3,965-16.0% | $3,689-9.7% | $2,529+31.6% |
| Participant deferral / active EE | $5,992 | $3,834+56.3% | $5,072+18.2% | $3,835+56.3% |
| Admin fee / account holder | $300 | $1,121-73.2% | $8,859-96.6% | $1,002-70.1% |