Filed February 19, 2021 (most recent of 7 filings on file)
Total covered: 34 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 INSTITUTIONAL PLAN SERVICES Service code 99 · EIN 04-3516284 | Other Fees | $276,378 |
Filed as: SAGEVIEW Service code 27 · EIN 33-0818667 | Advisory (Plan) | $68,865 |
CLIFTONLARSONALLEN LLP8 years Service code 10 · EIN 41-0746749 | Accounting | $18,925 |
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 | $62,200 | $123,077-49.5% | $116,228-46.5% | $102,872-39.5% |
| Participation rate | 84.2% | 87.0%-2.8pp | 74.6%+9.6pp | 73.0%+11.2pp |
| Annual return | 4.57% | 15.84%-11.3pp | 90.06%-85.5pp | 19.06%-14.5pp |
| Employer contribution / active EE | $6,917 | $4,380+57.9% | $2,994+131.0% | $3,526+96.1% |
| Participant deferral / active EE | $0 | $6,746-100.0% | $4,953-100.0% | $5,535-100.0% |
| Admin fee / account holder | $55 | $115-52.5% | $11,989-99.5% | $292-81.2% |