Filed December 14, 2020 (most recent of 3 filings on file)
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 10-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 27 · EIN 36-3297908 C/O VOYA MUTUAL FUNDS · MINNEAPOLIS, MN 55401 | Advisory (Plan) | $11,999 |
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 | $138,065 | $54,320+154.2% | $67,652+104.1% | $52,331+163.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | 1.46% | 6.81%-5.3pp | 6625.04%-6623.6pp | 4.54%-3.1pp |
| Employer contribution / active EE | $9,894 | $1,544+540.9% | $2,266+336.7% | $1,882+425.8% |
| Participant deferral / active EE | $8,460 | $2,950+186.8% | $3,560+137.7% | $3,022+179.9% |
| Admin fee / account holder | $59 | $527-88.8% | $4,821-98.8% | $592-90.1% |