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 27 | Advisory (Plan) | $4,504 |
Filed as: VOYA RET INSURANCE AND ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,865 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $78,081 | $53,901+44.9% | $134,143-41.8% | $73,488+6.2% |
| Participation rate | 61.0% | 62.8%-1.8pp | 72.2%-11.1pp | 70.7%-9.6pp |
| Annual return | 17.65% | 15.82%+1.8pp | 36.33%-18.7pp | 28.51%-10.9pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $3,704-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,021 | $2,739+46.8% | $3,499+14.9% | $3,740+7.5% |
| Admin fee / account holder | $21 | $581-96.3% | $6,684-99.7% | $513-95.8% |