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 | $9,916 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $8,975 |
MORNINGSTAR4+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $3,181 |
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 | $67,366 | $102,553-34.3% | $151,611-55.6% | $66,914+0.7% |
| Participation rate | 89.9% | 85.5%+4.4pp | 87.5%+2.4pp | 69.8%+20.1pp |
| Annual return | -16.73% | -10.82%-5.9pp | 3.33%-20.1pp | 1.58%-18.3pp |
| Employer contribution / active EE | $767 | $4,180-81.6% | $6,166-87.6% | $2,544-69.8% |
| Participant deferral / active EE | $4,174 | $6,641-37.1% | $8,363-50.1% | $4,237-1.5% |
| Admin fee / account holder | $32 | $630-94.9% | $11,616-99.7% | $593-94.5% |