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 |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-3297908 | Advisory (Participants) | $1,751 |
MORNINGSTAR1 year Filed as: MORNINGSTART INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,572 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 99 · EIN 71-0294708 | Other Fees | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,404 | $50,385-21.8% | $75,670-47.9% | $62,292-36.7% |
| Participation rate | 92.4% | 67.7%+24.7pp | 72.3%+20.1pp | 69.5%+22.9pp |
| Annual return | 16.30% | 19.90%-3.6pp | 27.34%-11.0pp | 28.90%-12.6pp |
| Employer contribution / active EE | $1,615 | $1,537+5.1% | $2,352-31.3% | $2,042-20.9% |
| Participant deferral / active EE | $4,839 | $2,445+97.9% | $3,142+54.0% | $3,169+52.7% |
| Admin fee / account holder | $43 | $384-88.7% | $5,800-99.3% | $479-91.0% |