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: ING LIFE INSURANCE AND ANNUITY CO Service code 60 · EIN 71-0294708 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $61,966 | $59,263+4.6% | $96,562-35.8% | $79,386-21.9% |
| Participation rate | 48.6% | 61.9%-13.3pp | 69.8%-21.2pp | 70.7%-22.1pp |
| Annual return | 12.33% | 27.07%-14.7pp | 37.78%-25.5pp | 116.85%-104.5pp |
| Employer contribution / active EE | $83 | $1,216-93.1% | $2,356-96.5% | $2,427-96.6% |
| Participant deferral / active EE | $2,433 | $2,948-17.5% | $3,849-36.8% | $4,046-39.9% |
| Admin fee / account holder | $31 | $658-95.4% | $6,181-99.5% | $626-95.1% |