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 7-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 |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MMS SECURITIES LLC Service code 99 · EIN 22-3570392 | Other Fees | $19,507 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,996 |
Filed as: VOYA RETIREMENT INSURNACE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,996 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,365 | $64,286-55.9% | $90,951-68.8% | $73,409-61.4% |
| Participation rate | 34.7% | 63.6%-28.9pp | 69.0%-34.3pp | 72.2%-37.5pp |
| Annual return | 16.65% | 21.45%-4.8pp | 134.60%-118.0pp | 59.29%-42.6pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,475 | $2,453-39.9% | $3,373-56.3% | $3,805-61.2% |
| Admin fee / account holder | $60 | $287-79.1% | $5,959-99.0% | $158-62.0% |