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 |
|---|---|---|
MORNINGSTAR2 years Service code 26 · EIN 36-3298908 P.O. BOX 990063 · HARTFORD, CT 06199 | Advisory (Participants) | $173 |
Filed as: VOYA LIFE INSURANCE & ANNUITY CO. Service code 26 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 06199 | Advisory (Participants) | $173 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,970 | $55,449-26.1% | $83,848-51.1% | $56,287-27.2% |
| Participation rate | 98.6% | 68.0%+30.6pp | 76.1%+22.4pp | 69.9%+28.7pp |
| Annual return | -4.03% | -1.38%-2.6pp | 850.88%-854.9pp | -9.96%+5.9pp |
| Employer contribution / active EE | $5,485 | $2,430+125.7% | $3,631+51.1% | $2,111+159.8% |
| Participant deferral / active EE | $1,440 | $2,935-51.0% | $4,082-64.7% | $3,350-57.0% |
| Admin fee / account holder | $49 | $656-92.5% | $5,478-99.1% | $521-90.6% |