See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
MORNINGSTAR5+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $2,995 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,489 |
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 | $65,574 | $98,982-33.8% | $162,163-59.6% | $65,185+0.6% |
| Participation rate | 75.9% | 85.8%-9.8pp | 87.6%-11.6pp | 70.2%+5.7pp |
| Annual return | 19.96% | 24.84%-4.9pp | 115.59%-95.6pp | 29.38%-9.4pp |
| Employer contribution / active EE | $1,884 | $3,467-45.7% | $5,614-66.4% | $2,177-13.4% |
| Participant deferral / active EE | $5,682 | $5,384+5.5% | $7,298-22.1% | $3,514+61.7% |
| Admin fee / account holder | $177 | $596-70.4% | $10,843-98.4% | $847-79.1% |