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 |
|---|---|---|
Filed as: VOYA RET INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,362 |
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 | $46,806 | $50,175-6.7% | $99,443-52.9% | $65,185-28.2% |
| Participation rate | 73.5% | 68.4%+5.1pp | 73.8%-0.3pp | 70.2%+3.3pp |
| Annual return | 23.86% | 25.36%-1.5pp | 30.72%-6.9pp | 29.38%-5.5pp |
| Employer contribution / active EE | $1,371 | $1,496-8.3% | $2,540-46.0% | $2,177-37.0% |
| Participant deferral / active EE | $3,496 | $2,748+27.3% | $3,619-3.4% | $3,514-0.5% |
| Admin fee / account holder | $111 | $398-72.1% | $6,250-98.2% | $847-86.9% |