Filed January 19, 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 INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,779 |
IFM GROUP, INC.2+ years Service code 99 · EIN 22-3173599 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $136,453 | $74,089+84.2% | $133,980+1.8% | $55,167+147.3% |
| Participation rate | 93.5% | 84.3%+9.2pp | 87.1%+6.4pp | 69.0%+24.5pp |
| Annual return | 6.19% | 12.11%-5.9pp | 29.30%-23.1pp | 169.23%-163.0pp |
| Employer contribution / active EE | $4,139 | $3,064+35.1% | $5,211-20.6% | $1,963+110.9% |
| Participant deferral / active EE | $5,909 | $4,678+26.3% | $6,282-5.9% | $3,054+93.5% |
| Admin fee / account holder | $31 | $458-93.1% | $9,324-99.7% | $504-93.8% |