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 |
|---|---|---|
MORNINGSTAR3 years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $2,401 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,401 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $73,867 | $86,332-14.4% | $125,175-41.0% | $65,185+13.3% |
| Participation rate | 74.6% | 75.3%-0.8pp | 79.8%-5.2pp | 70.2%+4.4pp |
| Annual return | 24.85% | 27.43%-2.6pp | 43.79%-18.9pp | 29.38%-4.5pp |
| Employer contribution / active EE | $1,406 | $2,040-31.1% | $3,865-63.6% | $2,177-35.4% |
| Participant deferral / active EE | $3,253 | $3,537-8.0% | $4,937-34.1% | $3,514-7.4% |
| Admin fee / account holder | $60 | $609-90.2% | $9,702-99.4% | $847-93.0% |