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) | $377,747 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 33 · EIN 02-0488491 | Other services; Participant loan proc... | $134,399 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,807 | $117,928+53.3% | $77,999+131.8% | $65,292+176.9% |
| Participation rate | 98.8% | 85.6%+13.2pp | 75.5%+23.3pp | 72.4%+26.3pp |
| Annual return | 9.49% | 11.37%-1.9pp | 425.96%-416.5pp | 11.84%-2.3pp |
| Employer contribution / active EE | $5,026 | $3,999+25.7% | $2,470+103.5% | $2,302+118.3% |
| Participant deferral / active EE | $8,413 | $5,945+41.5% | $3,497+140.6% | $3,579+135.1% |
| Admin fee / account holder | $78 | $66+18.2% | $5,480-98.6% | $57+36.3% |