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) | $14,537 |
MORNINGSTAR2+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $7,887 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,097 | $136,307-50.0% | $177,821-61.7% | $73,488-7.3% |
| Participation rate | 87.9% | 86.1%+1.8pp | 87.7%+0.1pp | 70.7%+17.2pp |
| Annual return | 18.33% | 18.68%-0.4pp | 48.32%-30.0pp | 28.51%-10.2pp |
| Employer contribution / active EE | $772 | $3,712-79.2% | $5,918-86.9% | $2,270-66.0% |
| Participant deferral / active EE | $3,719 | $5,829-36.2% | $7,714-51.8% | $3,740-0.5% |
| Admin fee / account holder | $22 | $596-96.3% | $12,427-99.8% | $513-95.7% |