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) | $366,378 |
MORNINGSTAR2 years Filed as: MORINGSTAR INVESTMENT MANAGEMENT LL Service code 26 · EIN 36-4317381 | Advisory (Participants) | $14,368 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,986 | $53,565-4.8% | $172,739-70.5% | $82,204-38.0% |
| Participation rate | 90.7% | 69.6%+21.1pp | 82.6%+8.1pp | 73.4%+17.3pp |
| Annual return | 19.25% | 31.42%-12.2pp | 802.84%-783.6pp | 26.31%-7.1pp |
| Employer contribution / active EE | $2,006 | $1,857+8.1% | $5,143-61.0% | $2,707-25.9% |
| Participant deferral / active EE | $2,703 | $3,006-10.1% | $5,198-48.0% | $4,246-36.3% |
| Admin fee / account holder | $67 | $61+9.5% | $13,954-99.5% | $76-11.1% |