Filed July 27, 2006 (most recent of 2 filings on file)
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 INSTITUTIONAL TRUST Service code 21 · EIN 46-5416028 | Bank Trustee | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,294 | $80,005-60.9% | $140,016-77.6% | $55,725-43.8% |
| Participation rate | 67.6% | 87.0%-19.4pp | 87.5%-19.9pp | 70.9%-3.2pp |
| Annual return | 8.16% | 0.46%+7.7pp | 651.12%-643.0pp | 244.93%-236.8pp |
| Employer contribution / active EE | $1,794 | $3,403-47.3% | $5,606-68.0% | $2,078-13.7% |
| Participant deferral / active EE | $3,207 | $5,264-39.1% | $6,927-53.7% | $3,356-4.4% |
| Admin fee / account holder | $14 | $116-87.8% | $10,705-99.9% | $115-87.8% |