Filed September 30, 2022
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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.
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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 |
|---|---|---|
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $20,000 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 15 · EIN 71-0294708 | Recordkeeping | $1,775 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,086 | $122,239-12.4% | $184,203-41.9% | $74,495+43.7% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 13.64% | 19.95%-6.3pp | 28.81%-15.2pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $5,683 | $4,537+25.3% | $6,427-11.6% | $2,623+116.7% |
| Participant deferral / active EE | $6,161 | $7,139-13.7% | $9,131-32.5% | $4,346+41.8% |
| Admin fee / account holder | $137 | $1,260-89.2% | $13,901-99.0% | $1,942-93.0% |