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: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $82,565 |
Filed as: ALLIANT RETIREMENT SERVICES LLC Service code 99 · EIN 33-0785439 | Other Fees | $65,000 |
Service code 99 · EIN 71-0294708 | Other Fees | $39,330 |
Filed as: HOLTHOUSE CARLIN VAN TRIGT LLP Service code 99 · EIN 95-4345526 | Other Fees | $15,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,992 | $89,808+71.5% | $100,391+53.4% | $77,643+98.3% |
| Participation rate | 95.8% | 81.2%+14.6pp | 81.5%+14.3pp | 70.6%+25.3pp |
| Annual return | 14.08% | 20.62%-6.5pp | 49.20%-35.1pp | 31.24%-17.2pp |
| Employer contribution / active EE | $5,789 | $3,039+90.5% | $3,942+46.9% | $2,726+112.4% |
| Participant deferral / active EE | $10,642 | $8,284+28.5% | $8,082+31.7% | $4,647+129.0% |
| Admin fee / account holder | $207 | $174+19.0% | $7,899-97.4% | $430-51.8% |