Filed December 4, 2025 (most recent of 4 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) | $1,300 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,628 | $136,307-48.2% | $177,821-60.3% | $73,488-3.9% |
| Participation rate | 96.7% | 86.1%+10.6pp | 87.7%+8.9pp | 70.7%+26.0pp |
| Annual return | 12.23% | 18.68%-6.4pp | 48.32%-36.1pp | 28.51%-16.3pp |
| Employer contribution / active EE | $2,274 | $3,712-38.7% | $5,918-61.6% | $2,270+0.2% |
| Participant deferral / active EE | $3,974 | $5,829-31.8% | $7,714-48.5% | $3,740+6.3% |
| Admin fee / account holder | $6 | $596-98.9% | $12,427-99.9% | $513-98.8% |