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 |
|---|---|---|
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $13,352 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 15 · EIN 71-0294708 | Recordkeeping | $1,200 |
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 | $83,644 | $98,982-15.5% | $162,163-48.4% | $65,185+28.3% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 20.04% | 24.84%-4.8pp | 115.59%-95.6pp | 29.38%-9.3pp |
| Employer contribution / active EE | $4,383 | $3,467+26.4% | $5,614-21.9% | $2,177+101.4% |
| Participant deferral / active EE | $4,967 | $5,384-7.8% | $7,298-31.9% | $3,514+41.3% |
| Admin fee / account holder | $89 | $596-85.0% | $10,843-99.2% | $847-89.4% |