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) | $438,117 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 33 · EIN 02-0488491 | Securities brokerage; Other services;... | $139,154 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,210 | $90,410+134.7% | $91,001+133.2% | $77,958+172.2% |
| Participation rate | 98.2% | 86.4%+11.8pp | 75.6%+22.6pp | 71.6%+26.6pp |
| Annual return | 15.00% | 21.34%-6.3pp | 4.60%+10.4pp | 20.87%-5.9pp |
| Employer contribution / active EE | $5,487 | $3,392+61.8% | $2,456+123.4% | $2,310+137.5% |
| Participant deferral / active EE | $9,032 | $4,816+87.6% | $3,547+154.6% | $3,537+155.4% |
| Admin fee / account holder | $93 | $79+17.2% | $5,417-98.3% | $97-5.0% |