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 |
|---|---|---|
Service code 49 4114 LEGATO RD STE 300 · FIARFAX, VA 22033 | Other Services | $13,412 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,585 | $82,202-25.1% | $125,339-50.9% | $64,808-5.0% |
| Participation rate | 72.6% | 77.9%-5.2pp | 82.4%-9.7pp | 71.5%+1.2pp |
| Annual return | -13.54% | 3.48%-17.0pp | 572.05%-585.6pp | 32.82%-46.4pp |
| Employer contribution / active EE | $3,693 | $3,615+2.2% | $4,814-23.3% | $2,506+47.4% |
| Participant deferral / active EE | $9,532 | $7,175+32.9% | $7,446+28.0% | $4,310+121.2% |
| Admin fee / account holder | $39 | $163-75.9% | $10,010-99.6% | $188-79.0% |