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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.
See the 9-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 |
|---|---|---|
Service code 49 | Other Services | $369 |
MORNINGSTAR7 years Service code 27 | Advisory (Plan) | $114 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY Service code 64 | Recordkeeping Fees | $5 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $12,091 | $86,929-86.1% | $102,423-88.2% | $80,856-85.0% |
| Participation rate | 97.9% | 72.4%+25.5pp | 76.5%+21.4pp | 67.6%+30.3pp |
| Annual return | 12.43% | 18.88%-6.4pp | 29.32%-16.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $967 | $2,369-59.2% | $3,023-68.0% | $2,755-64.9% |
| Participant deferral / active EE | $514 | $4,118-87.5% | $5,053-89.8% | $4,296-88.0% |
| Admin fee / account holder | $65 | $8,049-99.2% | $9,451-99.3% | $6,918-99.1% |