Filed July 28, 2006
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 |
|---|---|---|
MATTINGLEY CATHERINE J4 years Service code 55 | Other Commissions | $21,660 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $90,900 | $54,121+68.0% | $134,143-32.2% | $73,409+23.8% |
| Participation rate | 23.6% | 64.4%-40.8pp | 72.2%-48.6pp | 72.2%-48.6pp |
| Annual return | 13.91% | -312.52%+326.4pp | 36.33%-22.4pp | 59.29%-45.4pp |
| Employer contribution / active EE | $447 | $1,402-68.1% | $3,704-87.9% | $2,234-80.0% |
| Participant deferral / active EE | $1,199 | $2,844-57.8% | $3,499-65.7% | $3,805-68.5% |
| Admin fee / account holder | $183 | $132+38.3% | $6,684-97.3% | $158+15.9% |