Filed March 4, 2016
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR6+ years Service code 27 | Advisory (Plan) | $2,538 |
Filed as: VOYA RETIREMENT INSURANCE ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,508 |
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 | $30,889 | $54,121-42.9% | $134,143-77.0% | $73,409-57.9% |
| Participation rate | 78.0% | 64.4%+13.7pp | 72.2%+5.9pp | 72.2%+5.9pp |
| Annual return | 14.94% | -312.52%+327.5pp | 36.33%-21.4pp | 59.29%-44.3pp |
| Employer contribution / active EE | $1,849 | $1,402+31.9% | $3,704-50.1% | $2,234-17.2% |
| Participant deferral / active EE | $1,757 | $2,844-38.2% | $3,499-49.8% | $3,805-53.8% |
| Admin fee / account holder | $12 | $132-90.8% | $6,684-99.8% | $158-92.3% |