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 INS. & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $303,380 |
MORNINGSTAR1 year Filed as: MORINGSTAR INVESTMENT MANAGEMENT LL Service code 26 · EIN 36-4317381 | Advisory (Participants) | $11,144 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,315 | $45,382+2.1% | $154,107-69.9% | $75,289-38.5% |
| Participation rate | 91.1% | 65.9%+25.2pp | 83.0%+8.1pp | 72.4%+18.7pp |
| Annual return | 8.86% | -0.47%+9.3pp | 735.12%-726.3pp | -0.04%+8.9pp |
| Employer contribution / active EE | $2,036 | $1,533+32.8% | $5,298-61.6% | $2,405-15.4% |
| Participant deferral / active EE | $2,626 | $2,384+10.1% | $5,081-48.3% | $3,739-29.8% |
| Admin fee / account holder | $62 | $89-30.2% | $13,411-99.5% | $102-39.1% |