Filed November 11, 2024
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 ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $13,465 |
VOYA RETIREMENT INSURANCE & ANNUITY11+ years Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,790 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,528 | $132,049-33.7% | $200,582-56.4% | $74,304+17.8% |
| Participation rate | 81.6% | 84.1%-2.4pp | 86.9%-5.3pp | 60.3%+21.3pp |
| Annual return | 15.20% | 22.22%-7.0pp | 42.33%-27.1pp | 29.43%-14.2pp |
| Employer contribution / active EE | $4,110 | $4,558-9.8% | $6,419-36.0% | $2,241+83.4% |
| Participant deferral / active EE | $4,063 | $7,213-43.7% | $9,331-56.5% | $3,767+7.9% |
| Admin fee / account holder | $91 | $2,405-96.2% | $16,305-99.4% | $2,969-96.9% |