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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 |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $12,716 |
QUINTES ADM. AND INSURANCE2 years Service code 49 | Other Services | $2,212 |
MORNINGSTAR2 years Service code 27 | Advisory (Plan) | $685 |
Filed as: VOYA RETIREMENT INSU AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $683 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,378 | $81,248+232.8% | $155,509+73.9% | $80,856+234.4% |
| Participation rate | 75.0% | 66.2%+8.8pp | 78.2%-3.2pp | 67.6%+7.4pp |
| Annual return | 20.88% | 33.31%-12.4pp | 64.67%-43.8pp | 35.59%-14.7pp |
| Employer contribution / active EE | $8,160 | $3,100+163.2% | $4,672+74.7% | $2,755+196.2% |
| Participant deferral / active EE | $5,523 | $3,452+60.0% | $5,626-1.8% | $4,296+28.6% |
| Admin fee / account holder | $40,671 | $7,997+408.6% | $15,912+155.6% | $6,918+487.9% |