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) | $379,054 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $205,555 |
Filed as: SSGA Service code 28 · EIN 04-0025081 | Investment Management | $7,144 |
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,683 | $87,621+129.0% | $86,436+132.2% | $77,904+157.6% |
| Participation rate | 96.2% | 85.8%+10.5pp | 80.3%+15.9pp | 73.7%+22.6pp |
| Annual return | -17.54% | -13.90%-3.6pp | 4394.89%-4412.4pp | 12.21%-29.7pp |
| Employer contribution / active EE | $6,372 | $3,474+83.4% | $3,769+69.1% | $2,848+123.8% |
| Participant deferral / active EE | $14,036 | $8,645+62.4% | $6,952+101.9% | $4,806+192.0% |
| Admin fee / account holder | $122 | $85+43.7% | $6,731-98.2% | $133-8.2% |