Filed July 29, 1998
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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $14,741 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $268,331 | $59,417+351.6% | $93,606+186.7% | $74,495+260.2% |
| Participation rate | 6.5% | 59.7%-53.2pp | 68.7%-62.3pp | 67.2%-60.7pp |
| Annual return | 8.95% | 81.83%-72.9pp | 133.20%-124.2pp | 1364.94%-1356.0pp |
| Employer contribution / active EE | $431 | $1,264-65.9% | $2,420-82.2% | $2,623-83.6% |
| Participant deferral / active EE | $1,923 | $3,050-37.0% | $4,411-56.4% | $4,346-55.8% |
| Admin fee / account holder | $526 | $3,021-82.6% | $8,285-93.6% | $1,942-72.9% |