Filed July 6, 2021
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 |
|---|---|---|
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $716 |
Filed as: VOYA RETIREMENT INSURANCE & AN. CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,999 | $47,078+14.7% | $100,671-46.4% | $55,191-2.2% |
| Participation rate | 53.6% | 58.0%-4.4pp | 70.7%-17.1pp | 69.2%-15.6pp |
| Annual return | 0.44% | 0.65%-0.2pp | 20.43%-20.0pp | 10.78%-10.3pp |
| Employer contribution / active EE | $1,062 | $1,065-0.3% | $4,012-73.5% | $1,899-44.1% |
| Participant deferral / active EE | $3,348 | $2,038+64.3% | $3,144+6.5% | $3,046+9.9% |
| Admin fee / account holder | $30 | $153-80.4% | $4,850-99.4% | $91-67.0% |