Filed December 23, 1996
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 & 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.
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 | $127,968 | $65,376+95.7% | $87,100+46.9% | $65,185+96.3% |
| Participation rate | 52.8% | 75.3%-22.6pp | 76.9%-24.1pp | 70.2%-17.4pp |
| Annual return | 20.93% | 31.27%-10.3pp | 28.19%-7.3pp | 29.38%-8.5pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,308 | $3,388-31.9% | $4,049-43.0% | $3,514-34.3% |
| Admin fee / account holder | $45 | $520-91.3% | $7,497-99.4% | $847-94.7% |