Filed March 27, 2007 (most recent of 2 filings on file)
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 Service code 49 | Other Services | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $64,596 | $47,977+34.6% | $154,107-58.1% | $56,287+14.8% |
| Participation rate | 76.2% | 66.2%+10.0pp | 83.0%-6.9pp | 69.9%+6.3pp |
| Annual return | -4.52% | 3.54%-8.1pp | 735.12%-739.6pp | -9.96%+5.4pp |
| Employer contribution / active EE | $1,804 | $2,169-16.8% | $5,298-66.0% | $2,111-14.6% |
| Participant deferral / active EE | $4,123 | $2,392+72.4% | $5,081-18.8% | $3,350+23.1% |
| Admin fee / account holder | $37 | $438-91.5% | $13,411-99.7% | $521-92.9% |