Filed April 13, 2022 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $234 |
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 | $48,571 | $46,869+3.6% | $122,332-60.3% | $70,131-30.7% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 19.67% | 24.22%-4.6pp | 30.27%-10.6pp | 73.14%-53.5pp |
| Employer contribution / active EE | $2,524 | $1,288+96.0% | $4,050-37.7% | $2,342+7.7% |
| Participant deferral / active EE | $4,142 | $2,166+91.2% | $3,287+26.0% | $3,332+24.3% |
| Admin fee / account holder | $22 | $3,322-99.3% | $5,478-99.6% | $4,645-99.5% |