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 INSTITUTIONAL PLAN SERVICES Service code 49 · EIN 04-3516284 | Other Services | $61,335 |
Service code 16 · EIN 39-1897480 | Consulting | $41,936 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $9,004 |
Service code 52 | Indirect Investment Fees | $7,965 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $415 |
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 | $59,948 | $67,512-11.2% | $185,823-67.7% | $93,030-35.6% |
| Participation rate | 90.8% | 67.1%+23.7pp | 81.7%+9.1pp | 73.9%+16.9pp |
| Annual return | 15.46% | 21.04%-5.6pp | 122.05%-106.6pp | 158.70%-143.2pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,167-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $4,269 | $3,035+40.6% | $5,568-23.3% | $4,562-6.4% |
| Admin fee / account holder | $75 | $318-76.4% | $16,237-99.5% | $152-50.6% |