Filed April 28, 2006 (most recent of 3 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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 50 · EIN 04-3516284 | Direct Payment | $17,250 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $297,506 | $122,854+142.2% | $184,200+61.5% | $199,768+48.9% |
| Participation rate | 97.3% | 87.0%+10.3pp | 86.8%+10.5pp | 72.0%+25.3pp |
| Annual return | 16.65% | 143.99%-127.3pp | 28.80%-12.2pp | 34.26%-17.6pp |
| Employer contribution / active EE | $6,642 | $4,588+44.8% | $6,424+3.4% | $3,037+118.7% |
| Participant deferral / active EE | $15,956 | $7,995+99.6% | $9,132+74.7% | $5,090+213.5% |
| Admin fee / account holder | $0 | $120-100.0% | $13,907-100.0% | $269-100.0% |