See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-3297908 | Advisory (Participants) | $1,372 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,372 |
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 | $41,298 | $88,122-53.1% | $141,162-70.7% | $67,579-38.9% |
| Participation rate | 74.3% | 76.5%-2.1pp | 82.5%-8.1pp | 71.3%+3.1pp |
| Annual return | 36.26% | 75.40%-39.1pp | 71.39%-35.1pp | 378.56%-342.3pp |
| Employer contribution / active EE | $3,452 | $3,224+7.0% | $4,735-27.1% | $2,148+60.7% |
| Participant deferral / active EE | $8,827 | $5,958+48.2% | $6,709+31.6% | $3,539+149.4% |
| Admin fee / account holder | $33 | $131-75.1% | $10,261-99.7% | $142-77.1% |