Filed March 18, 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 INS AND ANNUITY CO. Service code 15 · EIN 72-0294708 | Recordkeeping | $2,750 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,184 | $39,458+37.3% | $60,547-10.5% | $55,191-1.8% |
| Participation rate | 76.4% | 59.6%+16.8pp | 68.0%+8.4pp | 69.2%+7.2pp |
| Annual return | -0.44% | 3.35%-3.8pp | 335.64%-336.1pp | 10.78%-11.2pp |
| Employer contribution / active EE | $2,304 | $1,210+90.5% | $2,419-4.8% | $1,899+21.3% |
| Participant deferral / active EE | $5,275 | $2,140+146.5% | $3,328+58.5% | $3,046+73.2% |
| Admin fee / account holder | $4 | $95-96.0% | $4,536-99.9% | $91-95.8% |