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.
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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 |
|---|---|---|
VICUS CAPITAL2 years Service code 99 · EIN 25-1366084 | Other Fees | $29,713 |
MORNINGSTAR2 years Service code 26 | Advisory (Participants) | $1,549 |
Filed as: VOYA LIFE INSURANCE & ANNUITY CO. Service code 26 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 06199 | Advisory (Participants) | $0 |
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 | $53,139 | $64,286-17.3% | $90,951-41.6% | $73,409-27.6% |
| Participation rate | 81.4% | 63.6%+17.8pp | 69.0%+12.4pp | 72.2%+9.2pp |
| Annual return | 15.16% | 21.45%-6.3pp | 134.60%-119.4pp | 59.29%-44.1pp |
| Employer contribution / active EE | $998 | $895+11.5% | $2,122-53.0% | $2,234-55.3% |
| Participant deferral / active EE | $2,686 | $2,453+9.5% | $3,373-20.4% | $3,805-29.4% |
| Admin fee / account holder | $155 | $287-46.1% | $5,959-97.4% | $158-1.9% |