Filed January 12, 2018 (most recent of 5 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 |
|---|---|---|
MORNINGSTAR2+ years Service code 27 | Advisory (Plan) | $5,819 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 | Advisory (Participants) | $5,819 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,391 | $74,089-19.8% | $133,980-55.7% | $55,167+7.7% |
| Participation rate | 92.3% | 84.3%+8.0pp | 87.1%+5.2pp | 69.0%+23.3pp |
| Annual return | 7.28% | 12.11%-4.8pp | 29.30%-22.0pp | 169.23%-161.9pp |
| Employer contribution / active EE | $1,305 | $3,064-57.4% | $5,211-75.0% | $1,963-33.5% |
| Participant deferral / active EE | $2,064 | $4,678-55.9% | $6,282-67.1% | $3,054-32.4% |
| Admin fee / account holder | $13 | $458-97.1% | $9,324-99.9% | $504-97.4% |