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 INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $28,046 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,364 | $52,293-57.2% | $178,490-87.5% | $73,409-69.5% |
| Participation rate | 51.5% | 65.3%-13.9pp | 81.9%-30.5pp | 72.2%-20.7pp |
| Annual return | 9.31% | 34.75%-25.4pp | 151.07%-141.8pp | 59.29%-50.0pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,137 | $2,332-8.4% | $5,202-58.9% | $3,805-43.8% |
| Admin fee / account holder | $34 | $127-73.1% | $13,984-99.8% | $158-78.3% |