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 |
|---|---|---|
MORNINGSTAR9+ years Service code 27 · EIN 36-3297908 P.O. BOX 990067 · HARTFORD, CT 06199 | Advisory (Plan) | $20,054 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 26 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 06199 | Advisory (Participants) | $20,054 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 P.O. BOX 990067 · HARTFORD, CT 06199 | Advisory (Participants) | $7,939 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 P.O. BOX 990067 · HARTFORD, CT 06199 | Advisory (Participants) | $5,621 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,026 | $92,971+28.0% | $96,683+23.1% | $74,419+59.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 12.78% | 37.49%-24.7pp | 35.69%-22.9pp | 34.38%-21.6pp |
| Employer contribution / active EE | $10,313 | $3,426+201.0% | $3,737+176.0% | $2,637+291.0% |
| Participant deferral / active EE | $6,093 | $3,970+53.5% | $4,878+24.9% | $4,528+34.6% |
| Admin fee / account holder | $45 | $633-93.0% | $6,730-99.3% | $348-87.2% |