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 10-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 49 | Other Services | $1,218 |
MORNINGSTAR1 year Service code 26 | Advisory (Participants) | $645 |
Filed as: VOYA RET. INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,790 | $77,660-32.0% | $109,143-51.6% | $79,386-33.5% |
| Participation rate | 31.8% | 67.8%-36.0pp | 75.9%-44.1pp | 70.7%-38.9pp |
| Annual return | 15.76% | 23.44%-7.7pp | 25.75%-10.0pp | 116.85%-101.1pp |
| Employer contribution / active EE | $395 | $2,797-85.9% | $3,722-89.4% | $2,427-83.7% |
| Participant deferral / active EE | $2,060 | $3,518-41.4% | $4,653-55.7% | $4,046-49.1% |
| Admin fee / account holder | $62 | $732-91.6% | $6,752-99.1% | $626-90.1% |