Filed June 5, 2020
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 INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,167 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,385 | $46,553+66.2% | $64,056+20.8% | $75,163+3.0% |
| Participation rate | 83.3% | 65.9%+17.4pp | 72.3%+11.0pp | 67.2%+16.1pp |
| Annual return | 19.87% | 26.03%-6.2pp | 33.69%-13.8pp | 160.62%-140.8pp |
| Employer contribution / active EE | $3,432 | $1,974+73.9% | $2,747+24.9% | $2,670+28.5% |
| Participant deferral / active EE | $5,676 | $2,837+100.1% | $3,880+46.3% | $4,125+37.6% |
| Admin fee / account holder | $94 | $2,952-96.8% | $3,068-96.9% | $5,651-98.3% |