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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 |
|---|---|---|
Service code 15 · EIN 04-2457708 | Recordkeeping | $10,345 |
COMMONWEALTH FINANCIAL NETWORK6+ years Service code 26 · EIN 04-2675571 | Advisory (Participants) | $9,657 |
Filed as: VOYA RETIREMENT INS & ANN CO. Service code 15 · EIN 71-0294708 | Recordkeeping | $1,225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,887 | $52,293-18.0% | $178,490-76.0% | $73,409-41.6% |
| Participation rate | 29.2% | 65.3%-36.2pp | 81.9%-52.7pp | 72.2%-43.0pp |
| Annual return | 12.83% | 34.75%-21.9pp | 151.07%-138.2pp | 59.29%-46.5pp |
| Employer contribution / active EE | $222 | $1,735-87.2% | $5,011-95.6% | $2,234-90.0% |
| Participant deferral / active EE | $1,319 | $2,332-43.5% | $5,202-74.6% | $3,805-65.3% |
| Admin fee / account holder | $195 | $127+52.9% | $13,984-98.6% | $158+23.3% |