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) | $316 |
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 | $39,414 | $44,221-10.9% | $121,196-67.5% | $56,287-30.0% |
| Participation rate | 61.8% | 61.1%+0.7pp | 71.7%-10.0pp | 69.9%-8.1pp |
| Annual return | -5.42% | -3.58%-1.8pp | 16.93%-22.4pp | -9.96%+4.5pp |
| Employer contribution / active EE | $1,493 | $1,480+0.9% | $4,022-62.9% | $2,111-29.3% |
| Participant deferral / active EE | $2,306 | $2,521-8.5% | $3,344-31.1% | $3,350-31.2% |
| Admin fee / account holder | $20 | $480-95.8% | $5,019-99.6% | $521-96.1% |