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) | $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,055 | $67,679+10.9% | $155,509-51.7% | $99,062-24.2% |
| Participation rate | 90.6% | 67.2%+23.4pp | 78.2%+12.5pp | 71.6%+19.0pp |
| Annual return | 12.38% | 16.16%-3.8pp | 64.67%-52.3pp | 17.66%-5.3pp |
| Employer contribution / active EE | $2,557 | $2,268+12.7% | $4,672-45.3% | $3,262-21.6% |
| Participant deferral / active EE | $3,673 | $3,828-4.1% | $5,626-34.7% | $5,331-31.1% |
| Admin fee / account holder | $73 | $94-21.8% | $15,912-99.5% | $109-32.8% |