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 |
|---|---|---|
MORNINGSTAR3+ years Service code 26 · EIN 36-3297908 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $18,384 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 26 · EIN 71-0294708 P.O. BOX 90067 · HARTFORD, CT 061990067 | Advisory (Participants) | $16,029 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $98,905 | $60,545+63.4% | $92,233+7.2% | $69,631+42.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 9.91% | 19.71%-9.8pp | 176.28%-166.4pp | 27571.02%-27561.1pp |
| Employer contribution / active EE | $7,327 | $2,633+178.2% | $3,679+99.1% | $2,032+260.6% |
| Participant deferral / active EE | $4,063 | $2,828+43.7% | $3,897+4.3% | $3,224+26.0% |
| Admin fee / account holder | $26 | $145-82.0% | $5,194-99.5% | $110-76.4% |