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 9-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 & ANNTY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $19,984 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $5,951 | $47,634-87.5% | $90,404-93.4% | $90,288-93.4% |
| Participation rate | 81.4% | 67.5%+14.0pp | 72.7%+8.8pp | 73.4%+8.1pp |
| Annual return | 13.74% | 19.61%-5.9pp | 1293.02%-1279.3pp | 53.97%-40.2pp |
| Employer contribution / active EE | $0 | $1,749-100.0% | $3,262-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $1,926 | $2,824-31.8% | $3,963-51.4% | $4,232-54.5% |
| Admin fee / account holder | $8 | $106-92.3% | $5,611-99.9% | $114-92.8% |