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 |
|---|---|---|
Service code 49 · EIN 13-3180178 | Other Services | $9,851 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,741 |
MORNINGSTAR3+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $1,984 |
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 | $82,765 | $121,341-31.8% | $189,513-56.3% | $79,386+4.3% |
| Participation rate | 89.3% | 86.1%+3.2pp | 87.8%+1.5pp | 70.7%+18.6pp |
| Annual return | 16.34% | 21.08%-4.7pp | 555.15%-538.8pp | 116.85%-100.5pp |
| Employer contribution / active EE | $838 | $3,915-78.6% | $6,162-86.4% | $2,427-65.5% |
| Participant deferral / active EE | $4,418 | $6,395-30.9% | $8,221-46.3% | $4,046+9.2% |
| Admin fee / account holder | $24 | $651-96.4% | $12,045-99.8% | $626-96.2% |