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 7-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 ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $372,707 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $154,960 |
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 | $243,876 | $86,338+182.5% | $91,989+165.1% | $77,787+213.5% |
| Participation rate | 93.6% | 82.9%+10.7pp | 78.6%+15.0pp | 73.2%+20.4pp |
| Annual return | 22.43% | 29.65%-7.2pp | 69.02%-46.6pp | 32.57%-10.1pp |
| Employer contribution / active EE | $5,580 | $2,988+86.8% | $3,452+61.7% | $2,504+122.8% |
| Participant deferral / active EE | $11,848 | $6,908+71.5% | $5,923+100.0% | $3,967+198.6% |
| Admin fee / account holder | $134 | $79+68.6% | $7,743-98.3% | $100+33.7% |