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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.
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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 27 | Advisory (Plan) | $3,681 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,001 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $19,686 | $73,102-73.1% | $123,544-84.1% | $56,287-65.0% |
| Participation rate | 94.6% | 74.3%+20.3pp | 82.3%+12.3pp | 69.9%+24.8pp |
| Annual return | 0.97% | 3.01%-2.0pp | 119.20%-118.2pp | -9.96%+10.9pp |
| Employer contribution / active EE | $5,541 | $2,977+86.1% | $4,628+19.7% | $2,111+162.5% |
| Participant deferral / active EE | $3,050 | $5,423-43.8% | $6,426-52.5% | $3,350-8.9% |
| Admin fee / account holder | $42 | $554-92.4% | $9,284-99.5% | $521-92.0% |