Filed December 2, 2015 (most recent of 5 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 |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $31,906 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,000 |
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 | $21,098 | $37,196-43.3% | $154,107-86.3% | $55,725-62.1% |
| Participation rate | 81.0% | 64.1%+16.9pp | 83.0%-2.0pp | 70.9%+10.1pp |
| Annual return | -3.03% | 1319.68%-1322.7pp | 735.12%-738.2pp | 244.93%-248.0pp |
| Employer contribution / active EE | $652 | $1,614-59.6% | $5,298-87.7% | $2,078-68.6% |
| Participant deferral / active EE | $1,978 | $2,068-4.4% | $5,081-61.1% | $3,356-41.1% |
| Admin fee / account holder | $55 | $102-46.2% | $13,411-99.6% | $115-52.5% |