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 INS. & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,538 |
MORNINGSTAR3 years Service code 27 | Advisory (Plan) | $770 |
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 | $27,958 | $73,102-61.8% | $123,544-77.4% | $56,287-50.3% |
| Participation rate | 77.0% | 74.3%+2.7pp | 82.3%-5.3pp | 69.9%+7.2pp |
| Annual return | -3.21% | 3.01%-6.2pp | 119.20%-122.4pp | -9.96%+6.7pp |
| Employer contribution / active EE | $2,820 | $2,977-5.3% | $4,628-39.1% | $2,111+33.6% |
| Participant deferral / active EE | $4,453 | $5,423-17.9% | $6,426-30.7% | $3,350+32.9% |
| Admin fee / account holder | $21 | $554-96.1% | $9,284-99.8% | $521-95.9% |