Filed December 21, 1992
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 6-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) | $13,629 |
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $6,992 |
Employer contribution per participant 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 | $57,454 | $88,515-35.1% | $162,163-64.6% | $67,579-15.0% |
| Participation rate | 83.3% | 86.8%-3.5pp | 87.6%-4.3pp | 71.3%+12.0pp |
| Annual return | 23.71% | 27.04%-3.3pp | 115.59%-91.9pp | 378.56%-354.8pp |
| Employer contribution / active EE | $688 | $3,563-80.7% | $5,614-87.7% | $2,148-68.0% |
| Participant deferral / active EE | $3,288 | $5,724-42.6% | $7,298-55.0% | $3,539-7.1% |
| Admin fee / account holder | $24 | $124-80.4% | $10,843-99.8% | $142-83.0% |