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 | $0 |
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 | $69,636 | $44,059+58.1% | $71,671-2.8% | $69,6310% |
| Participation rate | 77.5% | 60.8%+16.7pp | 68.7%+8.7pp | 70.7%+6.8pp |
| Annual return | 18.51% | 21.97%-3.5pp | 20.65%-2.1pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $2,536 | $1,305+94.4% | $2,460+3.1% | $2,032+24.8% |
| Participant deferral / active EE | $5,962 | $2,370+151.6% | $3,438+73.4% | $3,224+84.9% |
| Admin fee / account holder | $5 | $108-95.0% | $5,558-99.9% | $110-95.1% |