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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 |
|---|---|---|
Service code 49 · EIN 11-3271022 401 BROADHOLLOW RD · MELVILLE, NY 11747 | Other Services | $13,077 |
MORNINGSTAR6 years Service code 27 | Advisory (Plan) | $3,509 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 64 | Recordkeeping Fees | $31 |
Filed as: VOYA RETIREMENT INS & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,919 | $57,016+40.2% | $84,966-5.9% | $80,856-1.2% |
| Participation rate | 69.1% | 56.3%+12.8pp | 67.5%+1.6pp | 67.6%+1.5pp |
| Annual return | 12.15% | 21.66%-9.5pp | 66.38%-54.2pp | 35.59%-23.4pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,193 | $3,110+163.5% | $4,519+81.3% | $4,296+90.7% |
| Admin fee / account holder | $213 | $4,980-95.7% | $6,149-96.5% | $6,918-96.9% |