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 |
|---|---|---|
MORNINGSTAR5+ years Service code 27 · EIN 36-3297908 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Plan) | $19,947 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO Service code 26 · EIN 71-0294700 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $19,947 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $6,061 |
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 | $103,032 | $66,601+54.7% | $92,893+10.9% | $67,579+52.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 12.69% | 92.58%-79.9pp | 109.41%-96.7pp | 378.56%-365.9pp |
| Employer contribution / active EE | $8,701 | $2,775+213.5% | $3,653+138.2% | $2,148+305.1% |
| Participant deferral / active EE | $5,093 | $3,157+61.3% | $4,236+20.2% | $3,539+43.9% |
| Admin fee / account holder | $30 | $199-84.9% | $5,794-99.5% | $142-79.0% |