Filed May 15, 2023 (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 |
|---|---|---|
MORNINGSTAR4+ years Service code 26 · EIN 36-4317381 P.O. BOX 990063 · HARTFORD, CT 06199 | Advisory (Participants) | $6,341 |
Filed as: VOYA LIFE INSURANCE & ANNUITY CO. Service code 26 · EIN 71-0294708 P.O. BOX 990063 · HARTFORD, CT 06199 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,246 | $45,382-53.2% | $154,107-86.2% | $75,289-71.8% |
| Participation rate | 77.6% | 65.9%+11.7pp | 83.0%-5.4pp | 72.4%+5.2pp |
| Annual return | -3.95% | -0.47%-3.5pp | 735.12%-739.1pp | -0.04%-3.9pp |
| Employer contribution / active EE | $580 | $1,533-62.2% | $5,298-89.1% | $2,405-75.9% |
| Participant deferral / active EE | $1,584 | $2,384-33.5% | $5,081-68.8% | $3,739-57.6% |
| Admin fee / account holder | $26 | $89-71.4% | $13,411-99.8% | $102-75.0% |