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 | $4,150 |
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 | $61,208 | $39,819+53.7% | $67,834-9.8% | $57,658+6.2% |
| Participation rate | 78.8% | 61.2%+17.6pp | 68.8%+10.0pp | 70.2%+8.6pp |
| Annual return | 8.35% | 9.19%-0.8pp | 138.47%-130.1pp | 5.13%+3.2pp |
| Employer contribution / active EE | $2,391 | $1,277+87.3% | $2,403-0.5% | $1,974+21.2% |
| Participant deferral / active EE | $5,793 | $2,209+162.2% | $3,160+83.3% | $3,061+89.3% |
| Admin fee / account holder | $6 | $84-93.4% | $4,622-99.9% | $95-94.1% |