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 6-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 RET INS AND ANN CO Service code 26 · EIN 71-0294708 P O BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $10,416 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,430 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,430 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,540 | $91,517-72.1% | $101,248-74.8% | $73,409-65.2% |
| Participation rate | 33.1% | 73.8%-40.7pp | 75.8%-42.7pp | 72.2%-39.1pp |
| Annual return | 18.14% | 17.17%+1.0pp | 46.47%-28.3pp | 59.29%-41.2pp |
| Employer contribution / active EE | $926 | $2,877-67.8% | $3,660-74.7% | $2,234-58.5% |
| Participant deferral / active EE | $1,722 | $3,338-48.4% | $4,370-60.6% | $3,805-54.8% |
| Admin fee / account holder | $37 | $216-82.8% | $5,945-99.4% | $158-76.4% |