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 |
|---|---|---|
MORNINGSTAR3+ years Filed as: MORNING STAR Service code 27 | Advisory (Plan) | $8,539 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $8,539 |
MORNINGSTAR3+ 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 | $90,716 | $89,739+1.1% | $149,718-39.4% | $62,292+45.6% |
| Participation rate | 91.5% | 85.1%+6.4pp | 87.1%+4.4pp | 69.5%+22.0pp |
| Annual return | 18.87% | 21.01%-2.1pp | 1501.63%-1482.8pp | 28.90%-10.0pp |
| Employer contribution / active EE | $2,071 | $3,233-35.9% | $5,445-62.0% | $2,042+1.4% |
| Participant deferral / active EE | $4,042 | $4,797-15.7% | $6,569-38.5% | $3,169+27.5% |
| Admin fee / account holder | $3 | $551-99.5% | $11,283-100.0% | $479-99.4% |