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 |
|---|---|---|
MORNINGSTAR3+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $8,812 |
Filed as: VOYA RETIREMENT INSURANCE & AN. CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,705 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,591 | $45,324+44.7% | $122,332-46.4% | $69,631-5.8% |
| Participation rate | 45.6% | 59.9%-14.3pp | 71.6%-26.0pp | 70.7%-25.1pp |
| Annual return | 19.96% | 25.35%-5.4pp | 30.27%-10.3pp | 27571.02%-27551.1pp |
| Employer contribution / active EE | $747 | $1,230-39.2% | $4,050-81.6% | $2,032-63.2% |
| Participant deferral / active EE | $2,982 | $2,367+26.0% | $3,287-9.3% | $3,224-7.5% |
| Admin fee / account holder | $27 | $87-68.5% | $5,478-99.5% | $110-75.2% |