Filed February 13, 2024
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 |
|---|---|---|
Filed as: VOYA RETIREMENT INS. & ANNUITY CO Service code 27 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,339 | $58,879-53.6% | $178,490-84.7% | $73,488-62.8% |
| Participation rate | 94.0% | 66.2%+27.8pp | 81.9%+12.1pp | 70.7%+23.4pp |
| Annual return | 14.59% | 24.86%-10.3pp | 151.07%-136.5pp | 28.51%-13.9pp |
| Employer contribution / active EE | $2,545 | $2,236+13.8% | $5,011-49.2% | $2,270+12.1% |
| Participant deferral / active EE | $3,879 | $2,567+51.1% | $5,202-25.4% | $3,740+3.7% |
| Admin fee / account holder | $140 | $400-65.0% | $13,984-99.0% | $513-72.7% |