Filed July 12, 2021 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INAURANCE & ANNUITY Service code 27 · EIN 71-0294708 | Advisory (Plan) | $154,232 |
MORNINGSTAR6 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $53,846 |
Service code 27 | Advisory (Plan) | $53,846 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $29,416 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,130 | $131,799+34.4% | $200,582-11.7% | $85,563+107.0% |
| Participation rate | 97.7% | 87.9%+9.8pp | 86.9%+10.9pp | 66.0%+31.8pp |
| Annual return | 15.71% | 21.59%-5.9pp | 42.33%-26.6pp | 31.51%-15.8pp |
| Employer contribution / active EE | $6,458 | $4,532+42.5% | $6,419+0.6% | $2,654+143.4% |
| Participant deferral / active EE | $7,584 | $7,702-1.5% | $9,331-18.7% | $4,375+73.3% |
| Admin fee / account holder | $279 | $235+18.5% | $16,305-98.3% | $834-66.6% |