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 |
|---|---|---|
NEW TEACHER CENTER2+ years Service code 99 · EIN 26-2427526 | Other Fees | $6,570 |
MORNINGSTAR2+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $690 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $690 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,798 | $68,408-40.4% | $57,179-28.6% | $57,658-29.2% |
| Participation rate | 54.4% | 79.1%-24.7pp | 75.3%-21.0pp | 70.2%-15.8pp |
| Annual return | 8.33% | 8.51%-0.2pp | 14.59%-6.3pp | 5.13%+3.2pp |
| Employer contribution / active EE | $1,365 | $2,869-52.4% | $2,682-49.1% | $1,974-30.8% |
| Participant deferral / active EE | $4,039 | $2,903+39.1% | $3,096+30.5% | $3,061+32.0% |
| Admin fee / account holder | $18 | $70-74.4% | $3,139-99.4% | $95-81.2% |