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 |
|---|---|---|
BKD, LLP1 year Service code 27 · EIN 11-1000111 | Advisory (Plan) | $10,400 |
Filed as: VOYA LIFE INSURANCE AND ANNUITY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $9,565 |
MORNINGSTAR4+ 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 | $82,153 | $79,523+3.3% | $140,016-41.3% | $56,287+46.0% |
| Participation rate | 90.9% | 85.7%+5.2pp | 87.5%+3.4pp | 69.9%+21.1pp |
| Annual return | -4.83% | 2.39%-7.2pp | 651.12%-656.0pp | -9.96%+5.1pp |
| Employer contribution / active EE | $2,086 | $3,350-37.7% | $5,606-62.8% | $2,111-1.2% |
| Participant deferral / active EE | $3,932 | $5,129-23.3% | $6,927-43.2% | $3,350+17.4% |
| Admin fee / account holder | $52 | $614-91.6% | $10,705-99.5% | $521-90.1% |