Filed August 19, 2021
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 |
|---|---|---|
AVINA FINANCIAL GROUP INC.3 years Service code 99 · EIN 81-3666918 | Other Fees | $28,153 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
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 | $23,641 | $65,061-63.7% | $143,757-83.6% | $66,914-64.7% |
| Participation rate | 98.7% | 65.2%+33.5pp | 80.3%+18.4pp | 69.8%+28.9pp |
| Annual return | -15.45% | -11.14%-4.3pp | -0.04%-15.4pp | 1.58%-17.0pp |
| Employer contribution / active EE | $3,605 | $2,361+52.7% | $4,951-27.2% | $2,544+41.7% |
| Participant deferral / active EE | $3,990 | $2,919+36.7% | $5,637-29.2% | $4,237-5.8% |
| Admin fee / account holder | $112 | $502-77.7% | $14,673-99.2% | $593-81.2% |