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) | $109,015 |
Filed as: ALLIANT RETIREMENT SERVICES, LLC Service code 99 · EIN 33-3000333 | Other Fees | $16,250 |
Filed as: HOLTHOUSE CARLIN VAN TRIGT LLP Service code 99 · EIN 95-4345526 | Other Fees | $15,500 |
Service code 99 · EIN 71-0294708 | Other Fees | $15,377 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,437 | $108,719+52.2% | $101,326+63.3% | $85,563+93.4% |
| Participation rate | 98.3% | 80.9%+17.4pp | 81.5%+16.8pp | 66.0%+32.3pp |
| Annual return | 15.47% | 20.95%-5.5pp | 36.82%-21.4pp | 31.51%-16.0pp |
| Employer contribution / active EE | $6,403 | $3,114+105.6% | $3,665+74.7% | $2,654+141.3% |
| Participant deferral / active EE | $11,666 | $8,545+36.5% | $7,994+45.9% | $4,375+166.6% |
| Admin fee / account holder | $152 | $685-77.8% | $11,185-98.6% | $834-81.8% |