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 INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,793 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $73,081 | $80,753-9.5% | $136,294-46.4% | $62,292+17.3% |
| Participation rate | 77.1% | 73.5%+3.6pp | 81.9%-4.8pp | 69.5%+7.6pp |
| Annual return | 16.47% | 35.83%-19.4pp | 5155.94%-5139.5pp | 28.90%-12.4pp |
| Employer contribution / active EE | $652 | $2,884-77.4% | $4,695-86.1% | $2,042-68.1% |
| Participant deferral / active EE | $4,223 | $5,164-18.2% | $6,247-32.4% | $3,169+33.2% |
| Admin fee / account holder | $33 | $525-93.7% | $9,243-99.6% | $479-93.1% |