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) | $1,467 |
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 | $79,284 | $69,763+13.6% | $67,502+17.5% | $74,495+6.4% |
| Participation rate | 87.2% | 71.4%+15.8pp | 72.9%+14.3pp | 67.2%+20.0pp |
| Annual return | 14.07% | -40.34%+54.4pp | 3512.12%-3498.1pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $3,208 | $2,704+18.6% | $2,731+17.5% | $2,623+22.3% |
| Participant deferral / active EE | $5,202 | $3,636+43.1% | $4,000+30.0% | $4,346+19.7% |
| Admin fee / account holder | $85 | $896-90.6% | $3,998-97.9% | $1,942-95.6% |