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 | $9,655 |
MORNINGSTAR5+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $2,412 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,690 |
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 | $76,372 | $130,194-41.3% | $169,993-55.1% | $71,457+6.9% |
| Participation rate | 89.6% | 86.1%+3.4pp | 87.0%+2.6pp | 67.9%+21.7pp |
| Annual return | 16.90% | 20.37%-3.5pp | 53.37%-36.5pp | 28.85%-11.9pp |
| Employer contribution / active EE | $760 | $4,381-82.7% | $6,785-88.8% | $2,588-70.6% |
| Participant deferral / active EE | $4,241 | $6,923-38.7% | $10,408-59.2% | $4,289-1.1% |
| Admin fee / account holder | $31 | $966-96.8% | $12,815-99.8% | $1,587-98.0% |