Filed December 10, 2015
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 |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $12,566 |
MORNINGSTAR3+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $6,032 |
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 | $73,525 | $80,753-9.0% | $136,294-46.1% | $62,292+18.0% |
| Participation rate | 99.2% | 73.5%+25.7pp | 81.9%+17.3pp | 69.5%+29.7pp |
| Annual return | 17.75% | 35.83%-18.1pp | 5155.94%-5138.2pp | 28.90%-11.1pp |
| Employer contribution / active EE | $3,664 | $2,884+27.0% | $4,695-22.0% | $2,042+79.4% |
| Participant deferral / active EE | $6,972 | $5,164+35.0% | $6,247+11.6% | $3,169+120.0% |
| Admin fee / account holder | $55 | $525-89.5% | $9,243-99.4% | $479-88.5% |