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 INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $588 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $35,335 | $75,183-53.0% | $123,892-71.5% | $55,167-35.9% |
| Participation rate | 70.5% | 72.8%-2.3pp | 81.4%-10.9pp | 69.0%+1.5pp |
| Annual return | 23.60% | 19.01%+4.6pp | 47.52%-23.9pp | 169.23%-145.6pp |
| Employer contribution / active EE | $3,126 | $2,823+10.7% | $4,617-32.3% | $1,963+59.3% |
| Participant deferral / active EE | $6,186 | $5,084+21.7% | $5,984+3.4% | $3,054+102.6% |
| Admin fee / account holder | $509 | $663-23.2% | $8,357-93.9% | $504+1.0% |