Filed November 12, 2013
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 INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $99 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,767 | $46,360-61.7% | $147,614-88.0% | $52,331-66.0% |
| Participation rate | 43.2% | 64.9%-21.7pp | 84.6%-41.4pp | 68.1%-24.9pp |
| Annual return | 0.61% | 1.62%-1.0pp | 61.98%-61.4pp | 4.54%-3.9pp |
| Employer contribution / active EE | $316 | $2,126-85.1% | $5,564-94.3% | $1,882-83.2% |
| Participant deferral / active EE | $1,058 | $2,258-53.1% | $4,895-78.4% | $3,022-65.0% |
| Admin fee / account holder | $0 | $766-100.0% | $11,611-100.0% | $592-100.0% |