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 |
|---|---|---|
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 18 · EIN 36-4317381 | Custodial (other than securities); In... | $531 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 18 · EIN 71-0294708 | Custodial (other than securities); In... | $531 |
MORNINGSTAR5+ years Service code 27 | Advisory (Plan) | $365 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,933 | $66,716-32.7% | $89,391-49.7% | - |
| Participation rate | 17.7% | 51.0%-33.4pp | 68.0%-50.3pp | - |
| Annual return | 16.91% | 11.84%+5.1pp | 245.62%-228.7pp | - |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,586-100.0% | - |
| Participant deferral / active EE | $2,650 | $2,001+32.4% | $3,890-31.9% | - |
| Admin fee / account holder | $35 | $7,082-99.5% | $4,881-99.3% | - |