Filed July 5, 2005
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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $38,671 |
KEITH R SOLTIS4 years Filed as: KEITH WILLIAMS Service code 55 1 ORANGE WAY #A1N · WINDSOR, CT 06095 | Other Commissions | $21,000 |
MARTY BARON4 years Service code 55 1 ORANGE WAY #A1N · WINDSOR, CT 06095 | Other Commissions | $21,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,055 | $68,110+10.2% | $155,556-51.8% | $99,313-24.4% |
| Participation rate | 90.6% | 67.8%+22.8pp | 78.2%+12.4pp | 71.7%+18.9pp |
| Annual return | 12.38% | 16.16%-3.8pp | 64.84%-52.5pp | 17.67%-5.3pp |
| Employer contribution / active EE | $2,557 | $2,291+11.6% | $4,675-45.3% | $3,264-21.7% |
| Participant deferral / active EE | $3,673 | $3,865-5.0% | $5,631-34.8% | $5,346-31.3% |
| Admin fee / account holder | $73 | $94-22.1% | $15,885-99.5% | $109-32.9% |