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 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $7,489 |
Service code 26 | Advisory (Participants) | $799 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $18,874 | $88,122-78.6% | $141,162-86.6% | $67,579-72.1% |
| Participation rate | 40.4% | 76.5%-36.0pp | 82.5%-42.0pp | 71.3%-30.8pp |
| Annual return | 21.15% | 75.40%-54.2pp | 71.39%-50.2pp | 378.56%-357.4pp |
| Employer contribution / active EE | $636 | $3,224-80.3% | $4,735-86.6% | $2,148-70.4% |
| Participant deferral / active EE | $1,077 | $5,958-81.9% | $6,709-83.9% | $3,539-69.6% |
| Admin fee / account holder | $34 | $131-74.2% | $10,261-99.7% | $142-76.3% |