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 9-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) | $35,975 |
Service code 99 · EIN 61-1758632 | Other Fees | $23,774 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,800 | $84,487-42.2% | $125,339-61.1% | $66,914-27.1% |
| Participation rate | 56.9% | 76.4%-19.5pp | 82.4%-25.5pp | 69.8%-12.9pp |
| Annual return | -10.87% | -8.39%-2.5pp | 572.05%-582.9pp | 1.58%-12.5pp |
| Employer contribution / active EE | $2,362 | $3,553-33.5% | $4,814-50.9% | $2,544-7.2% |
| Participant deferral / active EE | $4,401 | $6,781-35.1% | $7,446-40.9% | $4,237+3.9% |
| Admin fee / account holder | $316 | $685-53.9% | $10,010-96.8% | $593-46.8% |