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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.
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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 |
|---|---|---|
MORNINGSTAR4 years Service code 26 · EIN 36-4317381 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $111 |
Filed as: VOYA RETIREMENT AND ANNUITY COMPANY Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $111 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,297 | $61,156-42.3% | $185,823-81.0% | $79,386-55.5% |
| Participation rate | 40.5% | 66.6%-26.1pp | 81.7%-41.2pp | 70.7%-30.2pp |
| Annual return | 28.07% | 19.45%+8.6pp | 122.05%-94.0pp | 116.85%-88.8pp |
| Employer contribution / active EE | $716 | $2,321-69.1% | $5,167-86.1% | $2,427-70.5% |
| Participant deferral / active EE | $1,414 | $2,789-49.3% | $5,568-74.6% | $4,046-65.1% |
| Admin fee / account holder | $16 | $710-97.7% | $16,237-99.9% | $626-97.4% |