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 |
|---|---|---|
MORNINGSTAR6+ years Service code 27 · EIN 36-3297908 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Plan) | $24,446 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 26 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $24,446 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $5,786 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,478 | $91,517+24.0% | $101,248+12.1% | $73,409+54.6% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 10.72% | 17.17%-6.5pp | 46.47%-35.8pp | 59.29%-48.6pp |
| Employer contribution / active EE | $9,501 | $2,877+230.3% | $3,660+159.6% | $2,234+325.4% |
| Participant deferral / active EE | $4,892 | $3,338+46.5% | $4,370+11.9% | $3,805+28.6% |
| Admin fee / account holder | $27 | $216-87.5% | $5,945-99.5% | $158-82.9% |