Filed September 21, 2006 (most recent of 3 filings on file)
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 10-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 64 · EIN 71-0294708 | Recordkeeping Fees | $22,637 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $7,518 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,604 | $62,146+200.3% | $81,438+129.1% | $74,546+150.3% |
| Participation rate | 96.1% | 64.1%+32.1pp | 69.5%+26.6pp | 67.2%+28.9pp |
| Annual return | 13.91% | 16.49%-2.6pp | 24.74%-10.8pp | 1366.03%-1352.1pp |
| Employer contribution / active EE | $9,625 | $1,883+411.2% | $2,460+291.2% | $2,624+266.7% |
| Participant deferral / active EE | $0 | $3,229-100.0% | $3,883-100.0% | $4,347-100.0% |
| Admin fee / account holder | $97 | $1,922-94.9% | $5,764-98.3% | $1,944-95.0% |