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 |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 P. O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $3,628 |
Filed as: ADVANTAX INVESTMENT SERVICES INC Service code 99 · EIN 75-1869963 3200 OLYMPUS BLVD SUITE 100 · DALLAS, TX 75019 | Other Fees | $0 |
MORNINGSTAR9 years Filed as: MORNING STAR Service code 27 · EIN 36-3297908 ONE ORANGE WAY · WINDSOR, CT 060954774 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,035 | $81,248-0.3% | $155,509-47.9% | $80,856+0.2% |
| Participation rate | 94.7% | 66.2%+28.5pp | 78.2%+16.5pp | 67.6%+27.0pp |
| Annual return | 14.76% | 33.31%-18.5pp | 64.67%-49.9pp | 35.59%-20.8pp |
| Employer contribution / active EE | $3,997 | $3,100+28.9% | $4,672-14.5% | $2,755+45.1% |
| Participant deferral / active EE | $5,799 | $3,452+68.0% | $5,626+3.1% | $4,296+35.0% |
| Admin fee / account holder | $51 | $7,997-99.4% | $15,912-99.7% | $6,918-99.3% |