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 7-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 Service code 27 · EIN 71-0294708 ANNUITY COMPANY · HARTFORD, CT 061990104 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $4,217 | $43,504-90.3% | $68,793-93.9% | $56,287-92.5% |
| Participation rate | 45.7% | 67.8%-22.2pp | 72.2%-26.5pp | 69.9%-24.2pp |
| Annual return | 0.00% | -3.15%+3.1pp | -4.63%+4.6pp | -9.96%+10.0pp |
| Employer contribution / active EE | $879 | $1,525-42.3% | $2,625-66.5% | $2,111-58.3% |
| Participant deferral / active EE | $1,305 | $2,509-48.0% | $3,311-60.6% | $3,350-61.0% |
| Admin fee / account holder | $16 | $515-97.0% | $5,131-99.7% | $521-97.0% |