Filed June 8, 2009 (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 RETIREMENT INS & ANNUITY CO. Service code 26 · EIN 71-0294708 STE 1100 2300 WINDY RIDGE PKWY SE · ATLANTA, GA 30339 | Advisory (Participants) | $2,907 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $66,418 | $54,590+21.7% | $81,930-18.9% | $73,488-9.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 72.0%+28.0pp | 70.7%+29.3pp |
| Annual return | 11.98% | 17.74%-5.8pp | 29.49%-17.5pp | 28.51%-16.5pp |
| Employer contribution / active EE | $4,625 | $1,636+182.7% | $4,310+7.3% | $2,270+103.7% |
| Participant deferral / active EE | $5,333 | $2,759+93.3% | $7,107-25.0% | $3,740+42.6% |
| Admin fee / account holder | $71 | $592-87.9% | $5,158-98.6% | $513-86.1% |