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 |
|---|---|---|
Service code 99 · EIN 23-2748550 1 COMMUNITY LANE · EPHRATA, PA 17522 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 15 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,180 | $36,916-48.0% | $156,549-87.7% | $57,658-66.7% |
| Participation rate | 87.8% | 63.4%+24.4pp | 84.0%+3.8pp | 70.2%+17.6pp |
| Annual return | 13.37% | 12.38%+1.0pp | 32.23%-18.9pp | 5.13%+8.2pp |
| Employer contribution / active EE | $773 | $1,571-50.8% | $5,501-86.0% | $1,974-60.9% |
| Participant deferral / active EE | $2,151 | $1,926+11.7% | $4,871-55.8% | $3,061-29.7% |
| Admin fee / account holder | $11 | $82-86.9% | $13,027-99.9% | $95-88.6% |