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 8-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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $82,906 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $8,598 |
16 funds of $250K or more; 14 lines in all, holding $23.4M of the plan's $25.3M. From the 2024 filing. Recordkeeper: Voya.
Target-date series: American Funds Target Date, mutual fund, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $12.7M | 54.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.2M | 13.8% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $2.8M | 12.1% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 5.4% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $888K | 3.8% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $608K | 2.6% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $361K | 1.5% |
| Dodge & Cox Income Fund Class I Dodge & Cox · Mutual fund | $344K | 1.5% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $311K | 1.3% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $241K | 1.0% |
See the other 4 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,314 | $59,054-28.3% | $97,226-56.5% | $77,643-45.5% |
| Participation rate | 62.3% | 67.9%-5.6pp | 72.7%-10.4pp | 70.6%-8.3pp |
| Annual return | 15.53% | 16.96%-1.4pp | 75.13%-59.6pp | 31.24%-15.7pp |
| Employer contribution / active EE | $1,387 | $1,742-20.4% | $2,729-49.2% | $2,726-49.1% |
| Participant deferral / active EE | $2,551 | $3,930-35.1% | $4,264-40.2% | $4,647-45.1% |
| Admin fee / account holder | $155 | $346-55.3% | $5,654-97.3% | $430-64.0% |