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 | $87,731 | $52,953+65.7% | $172,739-49.2% | $65,185+34.6% |
| Participation rate | 78.8% | 66.2%+12.7pp | 82.6%-3.8pp | 70.2%+8.6pp |
| Annual return | 21.77% | 30.12%-8.4pp | 802.84%-781.1pp | 29.38%-7.6pp |
| Employer contribution / active EE | $1,976 | $2,190-9.8% | $5,143-61.6% | $2,177-9.2% |
| Participant deferral / active EE | $4,849 | $2,471+96.3% | $5,198-6.7% | $3,514+38.0% |
| Admin fee / account holder | $34 | $472-92.9% | $13,954-99.8% | $847-96.0% |