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 6-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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $165,800 |
Service code 99 P.O. BOX 19608 · GREENSBORO, NC 27419 | Other Fees | $16,500 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $6,469 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,214 | $98,727-43.1% | $113,168-50.3% | $85,563-34.3% |
| Participation rate | 94.8% | 80.8%+13.9pp | 76.6%+18.2pp | 66.0%+28.8pp |
| Annual return | 13.19% | 17.43%-4.2pp | 24.27%-11.1pp | 31.51%-18.3pp |
| Employer contribution / active EE | $1,145 | $2,907-60.6% | $2,975-61.5% | $2,654-56.8% |
| Participant deferral / active EE | $3,477 | $5,424-35.9% | $5,107-31.9% | $4,375-20.5% |
| Admin fee / account holder | $293 | $357-17.8% | $12,068-97.6% | $834-64.9% |