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 |
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 | $37,468 | $98,982-62.1% | $162,163-76.9% | $65,185-42.5% |
| Participation rate | 99.2% | 85.8%+13.4pp | 87.6%+11.6pp | 70.2%+29.0pp |
| Annual return | 21.17% | 24.84%-3.7pp | 115.59%-94.4pp | 29.38%-8.2pp |
| Employer contribution / active EE | $2,154 | $3,467-37.9% | $5,614-61.6% | $2,177-1.0% |
| Participant deferral / active EE | $4,187 | $5,384-22.2% | $7,298-42.6% | $3,514+19.2% |
| Admin fee / account holder | $19 | $596-96.8% | $10,843-99.8% | $847-97.8% |