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 ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $114,002 |
VBA BENEFITS CORPORATION3 years Service code 99 · EIN 54-1741662 | Other Fees | $71,291 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,626 | $129,021-22.8% | $184,203-45.9% | $77,643+28.3% |
| Participation rate | 99.7% | 87.3%+12.3pp | 86.8%+12.9pp | 70.6%+29.1pp |
| Annual return | 34.03% | 33.27%+0.8pp | 28.81%+5.2pp | 31.24%+2.8pp |
| Employer contribution / active EE | $4,648 | $4,413+5.3% | $6,427-27.7% | $2,726+70.5% |
| Participant deferral / active EE | $4,579 | $7,297-37.3% | $9,131-49.9% | $4,647-1.5% |
| Admin fee / account holder | $513 | $254+102.2% | $13,901-96.3% | $430+19.3% |