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 8-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 |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $514 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $514 |
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 | $132,694 | $65,376+103.0% | $87,100+52.3% | $65,185+103.6% |
| Participation rate | 77.1% | 75.3%+1.8pp | 76.9%+0.3pp | 70.2%+6.9pp |
| Annual return | 23.67% | 31.27%-7.6pp | 28.19%-4.5pp | 29.38%-5.7pp |
| Employer contribution / active EE | $2,503 | $1,822+37.3% | $2,521-0.7% | $2,177+15.0% |
| Participant deferral / active EE | $7,434 | $3,388+119.4% | $4,049+83.6% | $3,514+111.6% |
| Admin fee / account holder | $51 | $520-90.2% | $7,497-99.3% | $847-94.0% |