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 | $314 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $18,851 | $46,732-59.7% | $156,549-88.0% | $55,167-65.8% |
| Participation rate | 42.5% | 65.8%-23.3pp | 84.0%-41.5pp | 69.0%-26.5pp |
| Annual return | 6.10% | 17.72%-11.6pp | 32.23%-26.1pp | 169.23%-163.1pp |
| Employer contribution / active EE | $254 | $2,105-87.9% | $5,501-95.4% | $1,963-87.1% |
| Participant deferral / active EE | $1,238 | $2,204-43.8% | $4,871-74.6% | $3,054-59.4% |
| Admin fee / account holder | $0 | $418-100.0% | $13,027-100.0% | $504-100.0% |