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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $98,782 |
Filed as: MORGAN STANLEY Service code 55 1300 THAMES STREET WHARF, 4TH FLOOR · BALTIMORE, MD 21231 | Other Commissions | $89,068 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,199 | $89,808-5.1% | $100,391-15.1% | $77,643+9.7% |
| Participation rate | 99.0% | 81.2%+17.8pp | 81.5%+17.6pp | 70.6%+28.5pp |
| Annual return | 15.41% | 20.62%-5.2pp | 49.20%-33.8pp | 31.24%-15.8pp |
| Employer contribution / active EE | $4,051 | $3,039+33.3% | $3,942+2.8% | $2,726+48.6% |
| Participant deferral / active EE | $5,868 | $8,284-29.2% | $8,082-27.4% | $4,647+26.3% |
| Admin fee / account holder | $159 | $174-9.1% | $7,899-98.0% | $430-63.2% |