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.
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 |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $60,996 |
MARTY BARON5 years Service code 55 1 ORANGE WAY #B1S · WINDSOR, CT 06095 | Other Commissions | $22,750 |
KEITH R SOLTIS5 years Filed as: KEITH WILLIAMS Service code 55 1 ORANGE WAY #B1S · WINDSOR, CT 06095 | Other Commissions | $21,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,509 | $57,610+50.2% | $154,803-44.1% | $102,872-15.9% |
| Participation rate | 89.5% | 59.5%+30.0pp | 78.1%+11.4pp | 73.0%+16.4pp |
| Annual return | 16.48% | 30.49%-14.0pp | 58.88%-42.4pp | 19.06%-2.6pp |
| Employer contribution / active EE | $3,307 | $1,883+75.6% | $4,305-23.2% | $3,526-6.2% |
| Participant deferral / active EE | $4,716 | $2,914+61.8% | $5,540-14.9% | $5,535-14.8% |
| Admin fee / account holder | $86 | $368-76.6% | $14,329-99.4% | $292-70.6% |