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 26 · EIN 71-0294708 | Advisory (Participants) | $72 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,146 | $47,922+13.0% | $75,886-28.6% | $65,185-16.9% |
| Participation rate | 91.2% | 63.0%+28.2pp | 69.3%+21.9pp | 70.2%+21.0pp |
| Annual return | 19.84% | 24.12%-4.3pp | 30.76%-10.9pp | 29.38%-9.5pp |
| Employer contribution / active EE | $402 | $1,557-74.2% | $2,500-83.9% | $2,177-81.5% |
| Participant deferral / active EE | $2,366 | $2,550-7.2% | $3,603-34.3% | $3,514-32.7% |
| Admin fee / account holder | $44 | $532-91.7% | $5,418-99.2% | $847-94.8% |