Filed May 24, 2021
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 RETIRMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,175 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,644 | $58,264+283.8% | $86,612+158.2% | $71,457+213.0% |
| Participation rate | 99.5% | 65.0%+34.5pp | 71.7%+27.8pp | 67.9%+31.6pp |
| Annual return | 19.64% | 21.63%-2.0pp | 591.07%-571.4pp | 28.85%-9.2pp |
| Employer contribution / active EE | $27,767 | $2,574+978.7% | $3,022+818.7% | $2,588+973.1% |
| Participant deferral / active EE | $10,796 | $3,436+214.2% | $4,438+143.3% | $4,289+151.7% |
| Admin fee / account holder | $7 | $1,057-99.3% | $5,614-99.9% | $1,587-99.6% |