Filed December 4, 1992
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 9-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 INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,500 |
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 | $64,896 | $53,901+20.4% | $134,143-51.6% | $73,488-11.7% |
| Participation rate | 71.5% | 62.8%+8.7pp | 72.2%-0.6pp | 70.7%+0.9pp |
| Annual return | 13.74% | 15.82%-2.1pp | 36.33%-22.6pp | 28.51%-14.8pp |
| Employer contribution / active EE | $1,766 | $1,458+21.1% | $3,704-52.3% | $2,270-22.2% |
| Participant deferral / active EE | $3,098 | $2,739+13.1% | $3,499-11.5% | $3,740-17.2% |
| Admin fee / account holder | $10 | $581-98.3% | $6,684-99.9% | $513-98.1% |