Filed November 17, 2017
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 RETIREMENT INSURANCE AND ANNUI Service code 99 · EIN 71-0294708 | Other Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,436 | $51,466-52.5% | $78,778-69.0% | $62,292-60.8% |
| Participation rate | 84.1% | 59.8%+24.3pp | 69.2%+14.9pp | 69.5%+14.5pp |
| Annual return | 19.03% | 19.96%-0.9pp | 35.62%-16.6pp | 28.90%-9.9pp |
| Employer contribution / active EE | $1,538 | $827+85.8% | $1,986-22.6% | $2,042-24.7% |
| Participant deferral / active EE | $3,016 | $2,147+40.4% | $2,958+1.9% | $3,169-4.8% |
| Admin fee / account holder | $25 | $489-94.9% | $5,134-99.5% | $479-94.8% |