Filed March 14, 2006 (most recent of 6 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 |
|---|---|---|
Filed as: VOYA INVESTMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $340,569 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 33 · EIN 02-0488491 | Securities brokerage; Participant loa... | $115,150 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,986 | $120,005+50.0% | $68,509+162.7% | $67,505+166.6% |
| Participation rate | 98.1% | 87.9%+10.2pp | 74.7%+23.4pp | 71.2%+26.9pp |
| Annual return | -1.03% | 2.25%-3.3pp | 8.27%-9.3pp | 6.52%-7.6pp |
| Employer contribution / active EE | $5,084 | $4,267+19.2% | $2,278+123.2% | $2,173+134.0% |
| Participant deferral / active EE | $9,966 | $6,452+54.5% | $3,382+194.7% | $3,597+177.1% |
| Admin fee / account holder | $75 | $71+5.3% | $5,275-98.6% | $56+33.7% |