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 |
|---|---|---|
MORNINGSTAR8+ years Service code 27 · EIN 36-3297908 P.O. BOX 990067 · HARTFORD, CT 06199 | Advisory (Plan) | $25,193 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 27 | Advisory (Plan) | $25,193 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 P.O. BOX 990067 · HARTFORD, CT 06199 | Advisory (Participants) | $10,144 |
FRIDAY ELDREDGE & CLARK1 year Filed as: FRIDAY ELDREDGE AND CLARK LLLP Service code 29 · EIN 71-0253637 400 WEST CAPITOL AVENUE · LITTLE ROCK, AR 72201 | Legal | $6,001 |
Filed as: VOYA RETIREMENT INS, & ANNUITY CO. Service code 26 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 06199 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,092 | $106,236+3.6% | $112,228-1.9% | $64,808+69.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -10.50% | -6.02%-4.5pp | 27.45%-37.9pp | 32.82%-43.3pp |
| Employer contribution / active EE | $9,273 | $3,166+192.9% | $3,635+155.1% | $2,506+270.1% |
| Participant deferral / active EE | $5,458 | $3,785+44.2% | $4,728+15.4% | $4,310+26.6% |
| Admin fee / account holder | $46 | $452-89.8% | $6,410-99.3% | $188-75.5% |