Filed March 14, 2024
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $5,496 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,264 | $84,487-48.8% | $125,339-65.5% | $66,914-35.3% |
| Participation rate | 98.3% | 76.4%+21.9pp | 82.4%+15.9pp | 69.8%+28.5pp |
| Annual return | -17.67% | -8.39%-9.3pp | 572.05%-589.7pp | 1.58%-19.3pp |
| Employer contribution / active EE | $1,747 | $3,553-50.8% | $4,814-63.7% | $2,544-31.3% |
| Participant deferral / active EE | $7,235 | $6,781+6.7% | $7,446-2.8% | $4,237+70.8% |
| Admin fee / account holder | $37 | $685-94.6% | $10,010-99.6% | $593-93.7% |