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 |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $411 |
Service code 99 · EIN 04-2675571 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,076 | $69,362-35.0% | $101,248-55.5% | $73,488-38.7% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 11.11% | 18.46%-7.3pp | 46.47%-35.4pp | 28.51%-17.4pp |
| Employer contribution / active EE | $8,247 | $2,628+213.8% | $3,660+125.4% | $2,270+263.3% |
| Participant deferral / active EE | $3,392 | $3,300+2.8% | $4,370-22.4% | $3,740-9.3% |
| Admin fee / account holder | $122 | $704-82.6% | $5,945-97.9% | $513-76.2% |