Filed January 23, 2026 (most recent of 8 filings on file)
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 |
|---|---|---|
MORNINGSTAR1+ years Filed as: MORNING STAR Service code 27 | Advisory (Plan) | $5,303 |
Filed as: VOYA LIFE INSURANCE AND ANNUITY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $5,303 |
MORNINGSTAR1+ 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 | $74,440 | $70,667+5.3% | $123,104-39.5% | $52,331+42.2% |
| Participation rate | 95.0% | 83.7%+11.2pp | 86.8%+8.2pp | 68.1%+26.9pp |
| Annual return | 1.29% | 6.23%-4.9pp | 13.22%-11.9pp | 4.54%-3.3pp |
| Employer contribution / active EE | $1,313 | $2,946-55.4% | $5,151-74.5% | $1,882-30.2% |
| Participant deferral / active EE | $3,789 | $4,493-15.7% | $6,230-39.2% | $3,022+25.4% |
| Admin fee / account holder | $3 | $506-99.4% | $9,015-100.0% | $592-99.5% |