See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 64 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990104 | Recordkeeping Fees | $5,079 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,863 | $50,637-78.5% | $86,590-87.5% | $62,292-82.6% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.99% | 20.80%-5.8pp | 964.84%-949.9pp | 28.90%-13.9pp |
| Employer contribution / active EE | $340 | $2,075-83.6% | $2,839-88.0% | $2,042-83.4% |
| Participant deferral / active EE | $742 | $2,611-71.6% | $3,609-79.4% | $3,169-76.6% |
| Admin fee / account holder | $22 | $413-94.6% | $4,906-99.5% | $479-95.4% |