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 9-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 INS AND ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,765 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-3297908 | Advisory (Participants) | $2,522 |
PHILLIPS SECURITIES INSURANCE2+ years Service code 26 · EIN 73-1360273 | Advisory (Participants) | $2,464 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $2,079 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,845 | $46,100-28.8% | $86,590-62.1% | $69,631-52.8% |
| Participation rate | 84.6% | 67.2%+17.4pp | 73.5%+11.1pp | 70.7%+13.9pp |
| Annual return | 15.73% | 21.02%-5.3pp | 964.84%-949.1pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $1,342 | $1,850-27.4% | $2,839-52.7% | $2,032-33.9% |
| Participant deferral / active EE | $2,633 | $2,432+8.3% | $3,609-27.0% | $3,224-18.3% |
| Admin fee / account holder | $34 | $94-63.6% | $4,906-99.3% | $110-69.1% |