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 |
|---|---|---|
Service code 49 | Other Services | $6,385 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $2,075 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 | Advisory (Participants) | $2,017 |
Filed as: VOYA RETIREMENT INSURANCE & ANNUTIY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,017 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,518 | $93,182+78.7% | $146,665+13.5% | $79,386+109.8% |
| Participation rate | 60.3% | 76.4%-16.1pp | 80.1%-19.7pp | 70.7%-10.4pp |
| Annual return | 13.06% | 21.61%-8.5pp | 22.74%-9.7pp | 116.85%-103.8pp |
| Employer contribution / active EE | $1,361 | $2,420-43.7% | $4,136-67.1% | $2,427-43.9% |
| Participant deferral / active EE | $3,094 | $4,169-25.8% | $5,506-43.8% | $4,046-23.5% |
| Admin fee / account holder | $57 | $585-90.3% | $10,280-99.4% | $626-90.9% |