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 | $7,533 | $50,666-85.1% | $76,817-90.2% | $65,185-88.4% |
| Participation rate | 45.4% | 68.8%-23.4pp | 72.1%-26.7pp | 70.2%-24.8pp |
| Annual return | 23.64% | 28.51%-4.9pp | 1166.11%-1142.5pp | 29.38%-5.7pp |
| Employer contribution / active EE | $908 | $1,575-42.4% | $2,302-60.6% | $2,177-58.3% |
| Participant deferral / active EE | $1,343 | $2,647-49.2% | $3,336-59.7% | $3,514-61.8% |
| Admin fee / account holder | $59 | $463-87.4% | $6,420-99.1% | $847-93.1% |