Filed August 9, 2024 (most recent of 7 filings on file)
Total covered: 8 employees
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 7-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 |
|---|---|---|
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $855 |
Filed as: VOYA LIFE INSURANCE AND ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $36,389 | $70,667-48.5% | $123,104-70.4% | $52,331-30.5% |
| Participation rate | 98.2% | 83.7%+14.5pp | 86.8%+11.4pp | 68.1%+30.1pp |
| Annual return | 0.44% | 6.23%-5.8pp | 13.22%-12.8pp | 4.54%-4.1pp |
| Employer contribution / active EE | $6,029 | $2,946+104.7% | $5,151+17.0% | $1,882+220.4% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,230-100.0% | $3,022-100.0% |
| Admin fee / account holder | $5 | $506-99.1% | $9,015-100.0% | $592-99.2% |