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 ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $31,284 |
Service code 49 4114 LEGATO RD STE 300 · FIARFAX, VA 22033 | Other Services | $19,168 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,668 | $106,028-12.6% | $146,958-36.9% | $77,643+19.4% |
| Participation rate | 75.9% | 78.4%-2.5pp | 82.2%-6.3pp | 70.6%+5.3pp |
| Annual return | 18.57% | 56.73%-38.2pp | 418.34%-399.8pp | 31.24%-12.7pp |
| Employer contribution / active EE | $3,900 | $4,063-4.0% | $4,933-20.9% | $2,726+43.1% |
| Participant deferral / active EE | $10,297 | $7,990+28.9% | $8,070+27.6% | $4,647+121.6% |
| Admin fee / account holder | $74 | $337-78.1% | $12,998-99.4% | $430-82.8% |