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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.
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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 RETIREMENTINSURANCE AND CO. Service code 60 · EIN 71-0294708 | Sub-TA Fees | $6,997 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,853 | $63,924-62.7% | $108,579-78.0% | $55,167-56.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.6%+20.4pp | 69.0%+31.0pp |
| Annual return | 7.13% | 15.31%-8.2pp | -51.70%+58.8pp | 169.23%-162.1pp |
| Employer contribution / active EE | $2,224 | $1,879+18.4% | $3,758-40.8% | $1,963+13.3% |
| Participant deferral / active EE | $3,395 | $3,067+10.7% | $4,311-21.2% | $3,054+11.2% |
| Admin fee / account holder | $25 | $618-96.0% | $7,645-99.7% | $504-95.1% |