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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,925 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,970 | $52,406+39.2% | $129,207-43.5% | $74,495-2.0% |
| Participation rate | 82.8% | 53.8%+29.0pp | 69.6%+13.2pp | 67.2%+15.6pp |
| Annual return | 16.60% | 15.66%+0.9pp | 9417.33%-9400.7pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $1,897 | $1,531+24.0% | $4,153-54.3% | $2,623-27.7% |
| Participant deferral / active EE | $4,821 | $2,794+72.5% | $4,168+15.7% | $4,346+10.9% |
| Admin fee / account holder | $16 | $2,633-99.4% | $7,715-99.8% | $1,942-99.2% |