See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $3 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $44,115 | $65,376-32.5% | $87,100-49.4% | $65,185-32.3% |
| Participation rate | 28.0% | 75.3%-47.4pp | 76.9%-48.9pp | 70.2%-42.2pp |
| Annual return | 23.00% | 31.27%-8.3pp | 28.19%-5.2pp | 29.38%-6.4pp |
| Employer contribution / active EE | $635 | $1,822-65.2% | $2,521-74.8% | $2,177-70.8% |
| Participant deferral / active EE | $1,118 | $3,388-67.0% | $4,049-72.4% | $3,514-68.2% |
| Admin fee / account holder | $16 | $520-97.0% | $7,497-99.8% | $847-98.2% |