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) | $3,471 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,471 |
MY BENEFITS, LLC1 year Service code 99 · EIN 11-1000111 | Other Fees | $534 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
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 | $169,989 | $73,638+130.8% | $95,952+77.2% | $73,488+131.3% |
| Participation rate | 99.2% | 76.2%+23.1pp | 77.1%+22.1pp | 70.7%+28.5pp |
| Annual return | 12.86% | 16.78%-3.9pp | 91.61%-78.8pp | 28.51%-15.7pp |
| Employer contribution / active EE | $11,257 | $1,863+504.2% | $2,541+343.0% | $2,270+395.9% |
| Participant deferral / active EE | $9,908 | $3,617+173.9% | $4,167+137.8% | $3,740+165.0% |
| Admin fee / account holder | $72 | $482-85.1% | $6,795-98.9% | $513-86.0% |