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 |
|---|---|---|
MORNINGSTAR10+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $10,005 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $6,718 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
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 | $132,629 | $82,917+60.0% | $103,333+28.4% | $77,643+70.8% |
| Participation rate | 98.1% | 71.6%+26.5pp | 74.5%+23.6pp | 70.6%+27.5pp |
| Annual return | 11.19% | 19.13%-7.9pp | 24.88%-13.7pp | 31.24%-20.1pp |
| Employer contribution / active EE | $10,445 | $3,552+194.1% | $3,868+170.1% | $2,726+283.2% |
| Participant deferral / active EE | $6,341 | $4,108+54.3% | $5,057+25.4% | $4,647+36.5% |
| Admin fee / account holder | $141 | $638-77.9% | $8,355-98.3% | $430-67.2% |