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 |
|---|---|---|
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $638 |
Filed as: VOYA RETIREMENT INS AND ANN Service code 26 · EIN 71-0294708 | Advisory (Participants) | $319 |
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 | $33,207 | $55,706-40.4% | $75,886-56.2% | $72,985-54.5% |
| Participation rate | 75.4% | 61.1%+14.3pp | 69.3%+6.2pp | 69.5%+6.0pp |
| Annual return | 23.73% | 27.59%-3.9pp | 30.76%-7.0pp | 81.00%-57.3pp |
| Employer contribution / active EE | $3,173 | $1,687+88.1% | $2,500+26.9% | $2,440+30.0% |
| Participant deferral / active EE | $2,271 | $2,634-13.8% | $3,603-37.0% | $3,607-37.0% |
| Admin fee / account holder | $104 | $3,978-97.4% | $5,418-98.1% | $5,124-98.0% |