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 | $5,481 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $0 | $44,873-100.0% | $79,464-100.0% | $56,287-100.0% |
| Participation rate | 0.0% | 68.7%-68.7pp | 73.3%-73.3pp | 69.9%-69.9pp |
| Annual return | -5.26% | 0.81%-6.1pp | 718.14%-723.4pp | -9.96%+4.7pp |
| Employer contribution / active EE | $320 | $2,140-85.0% | $2,800-88.6% | $2,111-84.8% |
| Participant deferral / active EE | $731 | $2,746-73.4% | $3,704-80.3% | $3,350-78.2% |
| Admin fee / account holder | $0 | $418-100.0% | $5,113-100.0% | $521-100.0% |