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 MGMT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $438 |
Filed as: VOYA RETIREMENT INS & ANN CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $438 |
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 | $80,010 | $63,114+26.8% | $92,893-13.9% | $65,185+22.7% |
| Participation rate | 91.8% | 68.8%+23.0pp | 76.0%+15.8pp | 70.2%+21.6pp |
| Annual return | 23.60% | 28.75%-5.2pp | 109.41%-85.8pp | 29.38%-5.8pp |
| Employer contribution / active EE | $2,145 | $2,571-16.6% | $3,653-41.3% | $2,177-1.5% |
| Participant deferral / active EE | $5,537 | $3,108+78.2% | $4,236+30.7% | $3,514+57.6% |
| Admin fee / account holder | $32 | $624-94.9% | $5,794-99.5% | $847-96.2% |