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 RETIREMENT INSURANCE AND Service code 99 · EIN 71-0294708 | Other Fees | $4,341 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,545 | $72,177-46.6% | $115,037-66.5% | $59,632-35.4% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 2.02% | 12.02%-10.0pp | 26.14%-24.1pp | 2041.28%-2039.3pp |
| Employer contribution / active EE | $2,962 | $2,841+4.3% | $4,608-35.7% | $2,203+34.5% |
| Participant deferral / active EE | $8,651 | $4,783+80.9% | $6,026+43.6% | $3,192+171.1% |
| Admin fee / account holder | $157 | $4,927-96.8% | $8,175-98.1% | $4,297-96.3% |