Filed November 8, 2017
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) | $3,887 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $84,238 | $89,739-6.1% | $149,718-43.7% | $62,292+35.2% |
| Participation rate | 77.7% | 85.1%-7.4pp | 87.1%-9.4pp | 69.5%+8.2pp |
| Annual return | 19.26% | 21.01%-1.8pp | 1501.63%-1482.4pp | 28.90%-9.6pp |
| Employer contribution / active EE | $2,239 | $3,233-30.7% | $5,445-58.9% | $2,042+9.6% |
| Participant deferral / active EE | $3,462 | $4,797-27.8% | $6,569-47.3% | $3,169+9.3% |
| Admin fee / account holder | $122 | $551-77.9% | $11,283-98.9% | $479-74.6% |