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) | $465,279 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 33 · EIN 02-0488491 | Securities brokerage; Participant loa... | $131,978 |
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 | $186,806 | $134,045+39.4% | $80,019+133.5% | $75,289+148.1% |
| Participation rate | 97.8% | 85.8%+12.1pp | 75.8%+22.0pp | 72.4%+25.4pp |
| Annual return | -5.83% | -0.56%-5.3pp | 11.22%-17.0pp | -0.04%-5.8pp |
| Employer contribution / active EE | $5,156 | $3,492+47.6% | $2,468+108.9% | $2,405+114.4% |
| Participant deferral / active EE | $8,545 | $4,976+71.7% | $3,686+131.9% | $3,739+128.6% |
| Admin fee / account holder | $95 | $124-23.6% | $6,521-98.5% | $102-7.5% |