Filed January 14, 2006
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 INSURANCE AND ANNUI Service code 12 · EIN 71-0294708 | Direct payment from the plan; Claims ... | $11,350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,548 | $58,879-34.5% | $178,490-78.4% | $73,488-47.5% |
| Participation rate | 94.2% | 66.2%+28.0pp | 81.9%+12.3pp | 70.7%+23.5pp |
| Annual return | 17.63% | 24.86%-7.2pp | 151.07%-133.4pp | 28.51%-10.9pp |
| Employer contribution / active EE | $2,243 | $2,236+0.3% | $5,011-55.2% | $2,270-1.2% |
| Participant deferral / active EE | $3,768 | $2,567+46.8% | $5,202-27.6% | $3,740+0.8% |
| Admin fee / account holder | $48 | $400-88.0% | $13,984-99.7% | $513-90.7% |