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 10-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 INS. & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $11,302 |
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $9,040 |
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 | $138,507 | $53,412+159.3% | $68,509+102.2% | $52,331+164.7% |
| Participation rate | 81.1% | 71.7%+9.4pp | 74.7%+6.4pp | 68.1%+13.0pp |
| Annual return | 0.64% | 3.42%-2.8pp | 8.27%-7.6pp | 4.54%-3.9pp |
| Employer contribution / active EE | $0 | $1,607-100.0% | $2,278-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $4,097 | $2,688+52.4% | $3,382+21.1% | $3,022+35.6% |
| Admin fee / account holder | $21 | $461-95.4% | $5,275-99.6% | $592-96.5% |