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 |
|---|---|---|
Filed as: VOYA RETIREMENT INSUR & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,007 |
MORNINGSTAR4+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $2,207 |
TRI-AD ACTUARIES, INC.4+ years Filed as: TRI-STATE PLAN ADMINISTRATION, INC. Service code 99 · EIN 31-1214674 | Other Fees | $1,175 |
Annual investment return 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 | $95,542 | $73,102+30.7% | $123,544-22.7% | $56,287+69.7% |
| Participation rate | 93.0% | 74.3%+18.7pp | 82.3%+10.7pp | 69.9%+23.1pp |
| Annual return | -7.29% | 3.01%-10.3pp | 119.20%-126.5pp | -9.96%+2.7pp |
| Employer contribution / active EE | $3,174 | $2,977+6.6% | $4,628-31.4% | $2,111+50.3% |
| Participant deferral / active EE | $12,695 | $5,423+134.1% | $6,426+97.6% | $3,350+279.0% |
| Admin fee / account holder | $33 | $554-94.1% | $9,284-99.6% | $521-93.7% |