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 |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,656 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $2,526 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $69,949 | $60,124+16.3% | $90,404-22.6% | $79,858-12.4% |
| Participation rate | 69.1% | 65.0%+4.1pp | 72.7%-3.6pp | 69.6%-0.6pp |
| Annual return | 23.06% | 71.94%-48.9pp | 1293.02%-1270.0pp | 31.71%-8.7pp |
| Employer contribution / active EE | $2,764 | $2,068+33.7% | $3,262-15.3% | $2,471+11.9% |
| Participant deferral / active EE | $6,203 | $2,938+111.1% | $3,963+56.5% | $3,740+65.9% |
| Admin fee / account holder | $61 | $3,976-98.5% | $5,611-98.9% | $5,306-98.8% |