Filed January 23, 2014
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 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $16,344 | $46,360-64.7% | $147,614-88.9% | $52,331-68.8% |
| Participation rate | 53.1% | 64.9%-11.8pp | 84.6%-31.5pp | 68.1%-15.0pp |
| Annual return | -0.59% | 1.62%-2.2pp | 61.98%-62.6pp | 4.54%-5.1pp |
| Employer contribution / active EE | $501 | $2,126-76.4% | $5,564-91.0% | $1,882-73.4% |
| Participant deferral / active EE | $777 | $2,258-65.6% | $4,895-84.1% | $3,022-74.3% |
| Admin fee / account holder | $89 | $766-88.4% | $11,611-99.2% | $592-85.0% |