Filed September 29, 2017 (most recent of 2 filings on file)
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: ALLIANT RETIREMENT SERVICES LLC Service code 99 · EIN 22-2000222 | Other Fees | $65,000 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $35,500 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $25,113 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $22,751 |
Filed as: HOLTHOUSE CARLIN AND VAN TRIGT L Service code 99 · EIN 11-1000111 | Other Fees | $14,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,932 | $89,282+50.0% | $94,646+41.5% | $74,419+80.0% |
| Participation rate | 95.9% | 82.4%+13.4pp | 80.8%+15.0pp | 70.7%+25.1pp |
| Annual return | 18.00% | 25.96%-8.0pp | 156.71%-138.7pp | 34.38%-16.4pp |
| Employer contribution / active EE | $7,613 | $3,022+151.9% | $3,672+107.3% | $2,637+188.7% |
| Participant deferral / active EE | $9,745 | $8,425+15.7% | $7,418+31.4% | $4,528+115.2% |
| Admin fee / account holder | $166 | $219-24.3% | $7,231-97.7% | $348-52.4% |