Filed September 30, 2022
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 |
|---|---|---|
Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 15 · EIN 71-0294708 | Recordkeeping | $2,300 |
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 | $77,864 | $79,523-2.1% | $140,016-44.4% | $56,287+38.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -5.03% | 2.39%-7.4pp | 651.12%-656.2pp | -9.96%+4.9pp |
| Employer contribution / active EE | $4,434 | $3,350+32.4% | $5,606-20.9% | $2,111+110.0% |
| Participant deferral / active EE | $5,022 | $5,129-2.1% | $6,927-27.5% | $3,350+49.9% |
| Admin fee / account holder | $141 | $614-77.0% | $10,705-98.7% | $521-72.9% |