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 |
|---|---|---|
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $1,189 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,189 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $42,766 | $36,767+16.3% | $81,478-47.5% | $62,292-31.3% |
| Participation rate | 47.6% | 54.4%-6.9pp | 68.0%-20.4pp | 69.5%-21.9pp |
| Annual return | 559.87% | 173.80%+386.1pp | 38.78%+521.1pp | 28.90%+531.0pp |
| Employer contribution / active EE | $1,785 | $1,128+58.2% | $2,568-30.5% | $2,042-12.6% |
| Participant deferral / active EE | $4,312 | $2,111+104.3% | $3,537+21.9% | $3,169+36.1% |
| Admin fee / account holder | $58 | $797-92.8% | $4,561-98.7% | $479-87.9% |