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 | $95,880+49.4% | $107,525+33.2% | $85,563+67.4% |
| Participation rate | 60.0% | 70.1%-10.1pp | 75.1%-15.1pp | 66.0%-6.0pp |
| Annual return | 16.01% | 68.06%-52.1pp | 181.32%-165.3pp | 31.51%-15.5pp |
| Employer contribution / active EE | $3,329 | $3,812-12.7% | $3,754-11.3% | $2,654+25.5% |
| Participant deferral / active EE | $5,992 | $4,201+42.6% | $5,116+17.1% | $4,375+37.0% |
| Admin fee / account holder | $300 | $1,025-70.8% | $8,919-96.6% | $834-64.1% |