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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 |
|---|---|---|
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,088 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 27 | Advisory (Plan) | $5,088 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $500 |
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 | $76,265 | $49,177+55.1% | $79,464-4.0% | $64,186+18.8% |
| Participation rate | 90.9% | 65.0%+25.9pp | 73.3%+17.6pp | 69.6%+21.3pp |
| Annual return | -1.52% | -1.16%-0.4pp | 718.14%-719.7pp | 7.63%-9.2pp |
| Employer contribution / active EE | $8,230 | $2,076+296.4% | $2,800+193.9% | $2,381+245.7% |
| Participant deferral / active EE | $6,578 | $2,821+133.1% | $3,704+77.6% | $3,470+89.6% |
| Admin fee / account holder | $17 | $3,839-99.6% | $5,113-99.7% | $4,888-99.7% |