Filed November 17, 2021
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 |
|---|---|---|
MORNINGSTAR2+ years Service code 26 · EIN 36-3297908 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $15,793 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 26 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $13,187 |
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 | $86,841 | $57,921+49.9% | $84,750+2.5% | $57,658+50.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 5.91% | 10.24%-4.3pp | 22.78%-16.9pp | 5.13%+0.8pp |
| Employer contribution / active EE | $6,191 | $2,598+138.3% | $3,574+73.2% | $1,974+213.7% |
| Participant deferral / active EE | $3,811 | $2,742+39.0% | $3,712+2.7% | $3,061+24.5% |
| Admin fee / account holder | $22 | $130-82.9% | $5,332-99.6% | $95-76.5% |