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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 |
|---|---|---|
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $23 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061991268 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,563 | $100,801-95.5% | $149,696-97.0% | $73,409-93.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.5%+17.5pp | 72.2%+27.8pp |
| Annual return | 1566.00% | 265.34%+1300.7pp | 276.60%+1289.4pp | 59.29%+1506.7pp |
| Employer contribution / active EE | $1,088 | $3,312-67.2% | $4,644-76.6% | $2,234-51.3% |
| Participant deferral / active EE | $1,545 | $6,404-75.9% | $6,842-77.4% | $3,805-59.4% |
| Admin fee / account holder | $2 | $181-98.7% | $9,309-100.0% | $158-98.5% |