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 |
|---|---|---|
MORNINGSTAR5+ years Service code 26 · EIN 36-4317381 P.O. BOX 990063 · HARTFORD, CT 06199 | Advisory (Participants) | $7,012 |
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 | $20,737 | $47,456-56.3% | $172,739-88.0% | $77,787-73.3% |
| Participation rate | 78.7% | 66.3%+12.4pp | 82.6%-4.0pp | 73.2%+5.5pp |
| Annual return | 20.81% | 35.57%-14.8pp | 802.84%-782.0pp | 32.57%-11.8pp |
| Employer contribution / active EE | $466 | $1,574-70.4% | $5,143-90.9% | $2,504-81.4% |
| Participant deferral / active EE | $1,412 | $2,560-44.9% | $5,198-72.8% | $3,967-64.4% |
| Admin fee / account holder | $28 | $81-64.8% | $13,954-99.8% | $100-71.5% |