See peer percentile detail. $4.99 for your first month.
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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 |
|---|---|---|
MORNINGSTAR9 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $41,045 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 27 | Advisory (Plan) | $41,045 |
ACTUARIAL BENEFITS CORP4 years Service code 49 · EIN 20-1042248 2790 SKYPARK DRIVE, SUITE 300 · TORRANCE, CA 90505 | Other Services | $38,733 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $8,735 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA RETIRMENT INS & ANNUITY CO Service code 27 · EIN 71-0294708 P. O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Plan) | $0 |
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 | $219,758 | $106,028+107.3% | $146,958+49.5% | $77,643+183.0% |
| Participation rate | 96.7% | 78.4%+18.3pp | 82.2%+14.5pp | 70.6%+26.1pp |
| Annual return | 16.36% | 56.73%-40.4pp | 418.34%-402.0pp | 31.24%-14.9pp |
| Employer contribution / active EE | $4,588 | $4,063+12.9% | $4,933-7.0% | $2,726+68.3% |
| Participant deferral / active EE | $10,279 | $7,990+28.6% | $8,070+27.4% | $4,647+121.2% |
| Admin fee / account holder | $109 | $337-67.6% | $12,998-99.2% | $430-74.6% |