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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 |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,328 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $2,305 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $110,222 | $66,302+66.2% | $110,2380% | $56,287+95.8% |
| Participation rate | 54.6% | 74.9%-20.3pp | 79.8%-25.2pp | 69.9%-15.2pp |
| Annual return | -3.54% | -1.18%-2.4pp | 314.74%-318.3pp | -9.96%+6.4pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,826-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,035 | $3,381-10.2% | $4,672-35.0% | $3,350-9.4% |
| Admin fee / account holder | $25 | $698-96.4% | $8,547-99.7% | $521-95.1% |