See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR4+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $71,159 |
Service code 27 | Advisory (Plan) | $71,159 |
Filed as: VOYA RETOREMENT INSURANCE & ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,252 | $75,388+174.9% | $123,544+67.8% | $55,725+271.9% |
| Participation rate | 88.9% | 75.7%+13.3pp | 82.3%+6.6pp | 70.9%+18.1pp |
| Annual return | -4.87% | 4.48%-9.3pp | 119.20%-124.1pp | 244.93%-249.8pp |
| Employer contribution / active EE | $5,753 | $3,063+87.8% | $4,628+24.3% | $2,078+176.8% |
| Participant deferral / active EE | $12,501 | $5,651+121.2% | $6,426+94.6% | $3,356+272.6% |
| Admin fee / account holder | $17 | $120-86.2% | $9,284-99.8% | $115-85.7% |