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 |
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 | $24,835 | $47,977-48.2% | $154,107-83.9% | $56,287-55.9% |
| Participation rate | 89.2% | 66.2%+23.0pp | 83.0%+6.2pp | 69.9%+19.4pp |
| Annual return | -6.43% | 3.54%-10.0pp | 735.12%-741.6pp | -9.96%+3.5pp |
| Employer contribution / active EE | $1,106 | $2,169-49.0% | $5,298-79.1% | $2,111-47.6% |
| Participant deferral / active EE | $3,417 | $2,392+42.8% | $5,081-32.8% | $3,350+2.0% |
| Admin fee / account holder | $62 | $438-85.9% | $13,411-99.5% | $521-88.1% |