Filed May 29, 2020 (most recent of 2 filings on file)
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 6-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 ADVISORS LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $137,286 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES LL Service code 37 · EIN 04-3516284 | Loan Processing | $83,429 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,982 | $89,178-17.0% | $91,541-19.2% | $102,872-28.1% |
| Participation rate | 97.7% | 79.7%+18.0pp | 69.8%+27.9pp | 73.0%+24.6pp |
| Annual return | 18.28% | 14.52%+3.8pp | 20.50%-2.2pp | 19.06%-0.8pp |
| Employer contribution / active EE | $6,233 | $3,455+80.4% | $2,505+148.9% | $3,526+76.8% |
| Participant deferral / active EE | $5,663 | $4,657+21.6% | $4,008+41.3% | $5,535+2.3% |
| Admin fee / account holder | $155 | $134+15.8% | $6,956-97.8% | $292-46.8% |