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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 |
|---|---|---|
MORNINGSTAR3 years Service code 26 · EIN 36-3297908 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Participants) | $2,449 |
Filed as: VOYA RETIREMENT INSURANCE ANNUITY Service code 26 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $2,449 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $166,563 | $73,102+127.9% | $123,544+34.8% | $56,287+195.9% |
| Participation rate | 68.5% | 74.3%-5.9pp | 82.3%-13.8pp | 69.9%-1.4pp |
| Annual return | -5.48% | 3.01%-8.5pp | 119.20%-124.7pp | -9.96%+4.5pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $9,030 | $5,423+66.5% | $6,426+40.5% | $3,350+169.6% |
| Admin fee / account holder | $55 | $554-90.1% | $9,284-99.4% | $521-89.4% |