Filed October 25, 2024 (most recent of 3 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,322 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,887 | $52,293-25.6% | $178,490-78.2% | $73,409-47.0% |
| Participation rate | 84.0% | 65.3%+18.7pp | 81.9%+2.1pp | 72.2%+11.8pp |
| Annual return | 19.07% | 34.75%-15.7pp | 151.07%-132.0pp | 59.29%-40.2pp |
| Employer contribution / active EE | $1,625 | $1,735-6.4% | $5,011-67.6% | $2,234-27.3% |
| Participant deferral / active EE | $1,742 | $2,332-25.3% | $5,202-66.5% | $3,805-54.2% |
| Admin fee / account holder | $59 | $127-53.8% | $13,984-99.6% | $158-62.8% |